Newsletter | Corey Pond · Advisor Transitions

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The Advisor Intelligence Briefing

The full picture — comp ranges, channel migration data, deal flow, and what's actually moving in the advisor market. Dense, data-driven, worth saving.

—Comp & deal data — transition packages right now

—Channel migration trends — where advisors are moving

—Real moves, real outcomes (anonymized)

—Market intelligence — Cerulli, Fintrx, platform updates

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The Quick Take

Short, direct, and in Corey's voice. A trend worth knowing, a firm move worth watching, or a question advisors keep asking — straight to your inbox every month.

—A trend or market shift worth your attention

—Firm announcements and what they mean for you

—Questions advisors keep asking — answered honestly

—No data dumps — just what matters that month

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Recent issues

Quarterly Intelligence Briefing · Q1 2026

The Great Wirehouse Exodus: What the Numbers Actually Show

25,443 advisors changed firms in 2025 — $3.1T in assets moved with them

Wirehouse advisors at risk of leaving hit 26% — highest in a decade

Average transition package for $200M+ producers up 18% year over year

Monthly Quick Take · January 2026

Why the Merrill Headcount Drop Should Have Every Wirehouse Advisor Paying Attention

Merrill lost 400+ advisors in Q4 — more than any quarter in five years

Production thresholds tightening, payout grid pressure building

What this means if you are a Merrill advisor right now

Quarterly Intelligence Briefing · Q4 2025

Independence Is Winning: Channel Migration Data and What It Means for You

RIA channel asset share crosses 27% for the first time

IBD payout grids moved up an average 4.2% across major platforms

71% of advisors surveyed would choose independence if starting over

Monthly Quick Take · February 2026

The Acquisition Nobody Talked About — and What It Tells Us About 2026

A mid-size RIA quietly absorbed a 20-person wirehouse team in Q1

The deal structure was different — here is what advisors should know

Why this kind of move is going to become more common in 2026

Quarterly Intelligence Briefing · Q3 2025

Succession Wave: Why More Advisors Are Selling Earlier Than Expected

Average advisor age hits 57 — succession urgency at all-time high

Practice multiples for fee-based books averaging 2.4x recurring revenue

Aggregators paid record premiums in Q3 — who is buying and what they want

The Advisor Intelligence Briefing.

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