With so many firms looking to retain and attract new talent, we’ve gathered the latest research and insights firms need to know about Advisor Transitions. From how firm growth strategies impact advisors to key considerations for technology — we break down the ins and outs of the state of the industry.

Chapters Overview

1	M&A Trends
2	Tech Considerations for Advisors
3	Broker Protocol
4	Client Retention
5	Onboarding Advisors
6	Technology and Client Experience