Florida Advisors Have A Choice To Worry About
With the CHOICE Act poised to strengthen non-competes in Florida, advisors may face a shrinking window of opportunity. Florida is about to become ground zero in the national tug-of-war over non-compete agreements. On July 1, 2025, the state’s new CHOICE Act takes effect—granting firms broader power to restrict where and when high-earning professionals, including financial […]
Raymond James Tells (Some) Advisors Exactly How It Feels About Them
Raymond James has long been known for its advisor-first culture — and now, it’s putting even more skin in the game. With the launch of its new Practice Capital Solutions equity program, the firm is offering to take minority, non-controlling stakes in its affiliated advisors’ practices — a move that signals not just confidence in […]
The Penalty Box Is Real—And It’s Costing Advisors Big Money
At 3xEquity, we spend a lot of time helping financial advisors understand—and maximize—the transition packages available when moving to a new broker-dealer. These “one-time” deals can be substantial, often delivering 100–350%+ of trailing-12 revenue, and for good reason: firms want your business, your clients, and your leadership. But the transition check is only part of […]
Follow The Money (Again): What 5 More Recent Moves Tell Us About Transitions In 2025
When we last looked at recent advisor transitions, we saw strong signals that the market for moves was heating up. Fast forward a few months, and things have changed—but not necessarily slowed. Volatile markets, Liberation Day’s tariff shockwaves, and rising geopolitical tensions have all created a more complex backdrop for advisors. And yet, top-producing teams […]
Time to Hit Pause: Why Commonwealth Advisors Should Step Back
The LPL–Commonwealth deal has set off a full-blown feeding frenzy across the industry. Commonwealth’s nearly 2,900 advisors — long known for high client satisfaction and strong independence — are suddenly the most in-demand professionals in wealth management. And everyone is calling. LPL is offering retention bonuses reportedly around 50 basis points of assets in hopes […]
Why the Best Advisors Focus on “Yards After the Catch”
In football, some of the most electrifying plays don’t happen at the moment the ball is caught — they happen after the catch. That extra burst of speed, the vision to find open space, and the ability to break tackles lead to big gains. This is captured in a stat known as Yards After Catch […]
Does Your Practice Need a Torpedo Bat?
What if one small change could unlock outsized performance? Major League Baseball is asking that question right now, thanks to a quirky new innovation called the torpedo bat. First adopted by the Yankees and now catching on across the league, these bats look a bit off—shorter barrel, mass redistributed, physics-forward design—but the results are undeniable: […]
Would You Switch Firms in This Market?
A recent Reddit post titled “Would you switch firms in this market?“ caught our eye. It’s a great question and likely one that’s on the mind of many advisors—whether they were mid-process on a transition or were considering dipping their toe in the water. With markets experiencing increased volatility, the timing of a move can […]
DOGE Digging: Uncovering The Hidden Cost Of Your BD Relationship
Love it or hate it, DOGE (the Department of Government Efficiency) is a disruptor, and its core mission of slashing unnecessary government spending might just spur some similar investigations by financial advisors everywhere. If DOGE can shake up federal budgeting, what dusty corners of your own financial arrangements could use a fresh look? Let’s be […]