Dashboard
      Back to home
      1. Knowledge Base
      2. RIAs & Broker-Dealers
      3. Dashboard

      People Moves and Breakaway Advisors

      In this article find out how to be one of the first to know when an advisor moves companies or leaves a wire house firm.

      On your Dashboard in the bottom widget you can see weekly who has moved firms (People Moves) as well as who has left a wire house to start their own entity (Breakaway Advisors).

      • We update this weekly based on SEC filings and often times find out before the advisor has even made an announcement or let the public know.
      • This can be a HUGE advantage for you as you are prospecting. Specifically for recruiters, asset managers and fintech platforms can harness this information to identify the best independent advisor partners today and in the future. 

      People Moves and Breakaway Advisors

      If you have any questions please reach out to us at support@advizorpro.com