We recently published a comprehensive report offering perspectives and analysis on advisor movement throughout 2022—with a goal of answering the questions we hear most often from our advisor-clients, including:
- Where are advisors moving to and from?
- What are advisors being paid to make such moves?
- Why are advisors changing jerseys with such frequency?
Due to the great success of that report, we went a little deeper and created a companion piece—a “focused report” that looks under the hood at movement to and from one specific firm: Merrill.
This comprehensive, data-driven report provides the answers that Merrill advisors care most about – where their peers are moving to, why they are moving, and how they are moving – plus reveals insights specific to the firm and its advisors.
Learn the answers to those questions and many others—complete the form to download the report.
For more information about movement throughout the industry, download these reports…
Diamond Consultants Industry Wide Advisor Transition Report 2022
Diamond Consultants Advisor Transition Report 2002 H1 (published Sept 2022)