FA Axis (@tryfaaxis) 's Twitter Profile
FA Axis

@tryfaaxis

Accelerated growth through acquisition, transition, and marketing. Precision-driven solutions for FAs.

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linkhttp://faaxis.com calendar_today31-08-2024 22:08:41

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Dive into the world of finance as we examine how a $400K arbitration award is shaking up Wells Fargo's advisor transitions. The times are changing! #FinancialAdvisor #ArbitrationAward #WellsFargo faaxis.com/blog/former-we…

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Expertise reshuffle in UBS's San Diego team signals emerging trends in the recruitment of financial advisors. Curious? Find out more here: faaxis.com/blog/ubs-shake… #UBS #FinancialAdvisors #RecruitmentTrends

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Navigating the minefield of advisor misconduct? Here's your crash course into its industry-wide impact & ways to mitigate such challenges. Dive in! #FinancialAdvisory #IndustryInsight faaxis.com/blog/repercuss…

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Buckle up for the strategic shift that's turning heads - #ChoiceOne Bank transfers whopping $780M investment program to #Ameriprise. High stakes, high rewards. More details at faaxis.com/blog/choiceone… #BankingNews #InvestmentTrend

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LPL Financial is playing to win with audacious retention goals in the face of Commonwealth acquisition. Gain insights on their strategic roadmap. Don't miss it! faaxis.com/blog/lpl-finan… #LPLFinancial #FinancialStrategy

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Brace for a roller coaster in finance! LPL Financial not just acquires Commonwealth but is aiming high with audacious goals for keeping talent onboard. faaxis.com/blog/lpl-finan… #LPLFinancial #Commonwealth #FinanceStrategy

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Dare to make bold moves? Here's how LPL Financial is doing it with a clear retention strategy following a big merger. Get the scoop! faaxis.com/blog/lpl-finan… #LPLFinancial #BusinessStrategy #Acquisition

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Bold moves by LPL Financial! Setting aggressive employee retention goals in the wake of the Commonwealth acquisition. What's next? Read here: faaxis.com/blog/lpl-finan… #LPLFinancial #Commonwealth

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NewEdge just became a stronger force with an addition from Morgan Stanley's elite. Get the scoop on this power move here: faaxis.com/blog/newedge-w… #NewEdge #MorganStanley #FinanceNews

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Unstoppable UBS just put the full-court press on the Sunshine State by snapping up a top-tier exec from Bank of America Private Bank. #UBS #BankofAmerica #FinancialInsights …3fdc-00-1sqqkajo6e3i4.worf.replit.dev/blog/ubs-stren…

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Big moves in the Sunshine State! UBS makes a power play, hiring top talent from BofA Private Bank, reinforcing their position in Florida. Groundbreaking details here 👉 …3fdc-00-1sqqkajo6e3i4.worf.replit.dev/blog/ubs-stren… #UBS #BankOfAmerica #FloridaFinance

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Big shift in the financial landscape! Morgan Stanley's loss becomes Americana Partners' gain with a $1.5 billion advisor team transition. Understand the implications, right here: faaxis.com/blog/major-tra… #FinanceNews #MorganStanley #AmericanaPartners

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The finance landscape is shifting again - LPL's elite team is now under Cetera Financial's wing! Is your career strategy keeping up? #CeteraFinancial #LPL #BusinessMoves faaxis.com/blog/advisor-m…

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Steer your financial advisory ship with the tide, not against it! Discover the latest industry trends elevating the financial advisory game. #FinancialAdvisory #Trends2022 faaxis.com/blog/navigatin…

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Make way for progress! Kestra Holdings shakes the financial landscape with a cool $160M funding. Insightful details in our latest article👇#KestraHoldings #FinanceNews faaxis.com/blog/kestra-ho…

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Meet the formidable duo Gregg and Ian Auerbach as they take an audacious leap with Meadowbrook Advisors, eyeing a jaw-dropping $1 billion benchmark. Raise your gaze to new financial horizons! faaxis.com/blog/gregg-and… #MeadowbrookAdvisors #FinanceGoals

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Private Equity is going all in feeding the beast of RIA valuations! Expect to see numbers hit 8x and beyond by 2025. More insights here: faaxis.com/blog/private-e… #PrivateEquity #RIAValuations

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Are advisors finally reaping rewards from Goldman Sachs' independence surge? The verdict is in. 🧐 Find new insights on: faaxis.com/blog/goldman-s… #GoldmanSachs #AdvisorBenefits

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Prepare for what's coming in 2026, a revolution in client relationships! Dive into the evolution of hyper-personalized planning. #ClientRelationships #FutureTrends faaxis.com/blog/hyper-per…

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Unlock the metrics fueling financial advisor triumphs, thanks to Merrill's insights. Propel your success trajectory right now. #FinanceAdvisor #MerrillInsights faaxis.com/blog/merrill-a…