Post by Rick Kerstiens

Curious about advisor movement at your firm? Explore the data: https://lnkd.in/gdJKT8TZ Who’s joining? Where are advisors going when they leave? Which routes between firms keep repeating? We built four free interactive tools using public SEC IAPD registration-change data: Advisor Flow Index - look up any firm’s net flow, see where departing advisors land, and compare the biggest gainers and losers Migration Lanes - track the firm-to-firm routes advisors keep taking Advisor Channel Flow - see which business models are gaining and losing advisors Movement Map - explore advisor movement by state and local market No paywall. No gated forms. Just the data. The data shows the patterns. The decision is personal.