Switching Licensees – The View From Suppliers

In our recent analysis of movements in the industry, we witnessed the continued migration of advisers towards privately held licensees and identified a preference towards larger licensees. Here we share some thoughts of representatives of major product and service providers about their experiences with advisers transitioning to new licensees. Talking to these people provided an alternative view of the adviser migration process from people involved but at arm’s length, to get their take on the most important considerations for advisers deciding to transition to a new licensee.