Advisor Movement Soared 16% in 2025

Published on March 24, 2026

More than 11,000 advisors changed firms in 2025, driven by acquisitions, higher transition deals and expanding affiliation models.

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Why Few Advisors Plan for Succession

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Industry experts at Exchange 2026 explored why only a quarter of advisors have formal succession planning in place and what it takes to execute well.

RIA Valuations Hit New Record in 2025

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Advisor Growth Strategies found median RIA valuations at 11.6x EBITDA, but landing a premium, above-average sale is getting harder.