The ins and outs of advisor movement
Insights from Fidelity's 2023 Advisor Movement Research Study.
- Firm culture and compensation are just two of many factors that influence a decision to move.
- Advisors who move are confident in their abilities, and strongly desire more control and autonomy.
- Over two-thirds of advisors who move have a formal transition plan, up significantly from prior years.
- Movers expect higher compensation and AUM growth following their move to a new firm.
- Advisors say that an average of 80% of the clients they wanted to move with them ultimately did.
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