advisor
Michael Rose
In PWD coverage since August 14, 2026 · 3 stories
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Moves
Cerulli expects 8.6% of US advisors to change firms, putting $3.4 trillion in play
57% of advisors who joined a new broker-dealer in the past three years cited technology as a factor, while retail-focused RIAs drew more representatives from other channels than independent BDs added from 2021 to 2025.