NOW AVAILABLE
Rep Movement Report
A historical study of nearly one million registered reps active in the industry and their movements between firms.
The financial advisory landscape is perpetually evolving, with thousands of registered reps changing firms yearly in search of improved opportunities, alternative business models, and better alignment with clients.
Recent trends across the industry include:
Stay informed about advisor movement in a rapidly changing industry with detailed coverage of RIA, BD dually registered, independents, and insurance reps.
Complete the form to get your copy today.
- Nearly 35,000 reps joined another firm in 2024.
- The majority of the reps who switched firms, moved to another firm within the same distribution channel.
- With rules shifting to AUM fee-based business models, the number of reps registered as RIAs surged 28% since the start of the decade.
- Since the start of 2020, almost 10% of Wirehouse reps have moved to other distribution channels.
Stay informed about advisor movement in a rapidly changing industry with detailed coverage of RIA, BD dually registered, independents, and insurance reps.
Complete the form to get your copy today.