An Update on Deals and Advisor Transitions

What’s the latest on transition deals?

Where are advisors moving to and from??

Why are advisors at big brokerages and independent firms alike changing jerseys?

Which business models are advisors finding most attractive?

What were the most influential and largest transitions made during 2022?

It’s questions like these – and many more – that we are asked every day.

And no singular source existed with all the answers.

That’s why, 8 months ago, we embarked on a journey to gather data on advisor movement from disparate sources, reassembled it in an intelligible way, and provided insights and color from our experiences.

And it was a huge hit with the wealth management community.

So we put the team back on it, to collect the data from the second half of 2022 and work their magic on the salient details from the whole of the year.

The new 2022 Transition Report is now available to download.?

Plus,?listen in to this week’s featured podcast episode?for additional color commentary around deals and movement, as well as to glean insights on the biggest transitions of the year.

As always, happy to share information to help you learn and grow—and answer any questions along the way.

Mindy Diamond

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