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Anticipate your clients tax questions on Social Security, annuities and a range of investment products
Go deeper on emerging topics, as well as key firms and thought leaders
Media & Resources
In 2024, 9,615 experienced financial advisors changed firms, according to a new report from Diamond Consultants. In context, that means that despite sundry headwinds, advisor movement was roughly flat — down by less than 1% — compared with 2023, when 9,674 advisors changed firms.
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