{
  "id": 6143010,
  "title": "Adviser links: managing client transitions",
  "url": "https://urgent.news/2026/09/07/adviser-links-managing-client-transitions",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-07T13:56:22.000Z",
  "source": {
    "name": "Abnormal Returns",
    "slug": "abnormal-returns",
    "url": "https://abnormalreturns.com/2026/09/07/adviser-links-managing-client-transitions/"
  },
  "original_language": "en",
  "account": "Managing client transitions is a crucial aspect of the wealth management industry, and various experts have weighed in on the subject. On Barrons.com, Greg Bartalos discussed the challenges of succession planning with Scott Danner, the chief growth officer of Steward Partners. He emphasized the need for careful orchestration of client transitions to ensure a smooth handover.\n\nIn a podcast episode with WealthManagement.com, Michael Batnick spoke with David Armstrong from WealthManagement.com about the evolving market for client referrals. They explored how advisors can adapt to changing client preferences and maintain strong referral relationships.\n\nThe investment news platform also covered the topic, highlighting the importance of managing client transitions effectively. They noted that advisers must be proactive in preparing for client exits and ensure a seamless transition to new advisors or firms.\n\nAdditionally, on InvestmentNews.com, the article \"Client transitions need to be carefully orchestrated\" echoed these sentiments, underlining the complexities involved in managing client transitions and the importance of a well-planned approach.\n\nAs the industry continues to evolve with the integration of technology like Altruist's Hazel Financial Planning Agent, the focus on client transitions remains a priority for advisers seeking to maintain strong relationships and navigate the changing landscape.",
  "summary": "Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}