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Advisor moves jumped 16% in 2025: Report

| In the News | Advisor moves jumped 16% in 2025: Report
Transition Report Mentioned, By Peter Saalfield, CityWire - The number of experienced financial advisors who changed firms or models rose to the highest annual total since 2022, when Diamond Consultants began tracking the moves.

City Wire

April 22, 2026
2026 Transition Report Discussed
By Peter Saalfield

The number of experienced financial advisors who changed firms or models rose to the highest annual total since 2022, when Diamond Consultants began tracking the moves.

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Jason Diamond

Managing Partner — When it comes to due diligence, many advisors find themselves overwhelmed by details and emotions. Yet it’s in this very space where Jason shines. Jason’s natural ability to strategize and “connect the dots” are powerful skills that help advisors move beyond the minutiae and towards gaining clarity on what matters most. Learn more...

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