AUM Exchange Launches, Offering Open Marketplace for Financial Advisors

Fort Lauderdale, FL – February 11, 2016 – Newcomer to the assets under management marketplace , AUM Exchange has launched its proprietary dashboard to allow Financial Advisors to easily buy, sell, merge, succeed, continue or join existing practicesof other Financial Advisors.

The new dashboard, found at, will allow Financial Advisors to facilitate these transactions without third-party interaction,which can oftencomplicate, or in most cases, prohibit the process to be completed. AUM Exchange will connect Financial Advisors and providea fast and simple solution to help them buy, sell or merge practices effectively and efficiently.

“It’s like for Financial Advisors,” said Michael Hayon, Vice President of Operations for AUM Exchange. “The existing players in the space seem to have more interest in collecting monthly or yearly fees, rather than actually facilitating transactions.Our model will directly encourage and help facilitate the buying, selling or merging of assets under management between Financial Advisors.”

Connecting Advisors to Advisors is a task that has been greatly complicated by human interaction or lack thereof. AUM Exchange is working to take that out of the equation, allowing for an already complicated process to be a little bit easier. All of this will be done at no cost to either party until a transaction has been completed. A no close, no charge policy.

AUMExchange will not charge sign up, monthly or annual fees. Buyers will only pay at the close of a transaction, andSellers will never be charged. Accessibility is the goal of AUM Exchange, allowing for a true open market.

“Unlimited access to help grow or exit your book(s) of business is what FinancialAdvisors have been missing in the current environment,” said Hayon.

For more information on how to buy, sell, merge, succeed, continue or join an existing practice, visit or call 1-800-745-2130.

Media Contact
Company Name: AUM Exchange
Email: Send Email
Phone: 855-640-3200
Address:3000 NE 30th Pl
City: Fort Lauderdale
State: FL
Country: United States