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March 25, 2026
2026 Transition Report Discussed
By Michael S. Fischer
The report looks at where advisors are moving to and from, what they are being paid and what they are finding new and exciting on the Street. It also addresses such pressing topics as the role of artificial intelligence in wealth management and the evolution of retire-in-place deals at major firms.
Diamond Consultants culled its report from a variety of resources, including Discovery Data, AdvizorPro, FINTRX, news sources and its own proprietary data from transitions that it facilitated.
Here are 11 predictions that the report offered for 2026 and beyond…
Download Diamond Consultants Annual Advisor Transition Report