Transitioning to a New Broker-Dealer in 2025: What Every Financial Advisor Needs to Know

By Dave Reyna | RepInfo Center 2025 is shaping up to be a record-shattering year in the world of financial advisor transitions. Already by May 2025, over 10,818 advisors have changed broker-dealers—and that number is on track to eclipse last year’s total of more than 25,000. This is no longer a quiet migration; it’s a […]

Transitioning to a New Broker-Dealer in 2025: What Every Financial Advisor Needs to Know Read More »