Perspective on advisor transitions, independence, succession, and the business of wealth management, from the consultants who have guided more than 3,200 placements.
A firm acquisition is not automatically a reason for Advisors to leave. It is a reason to reevaluate the business you are now part of – and whether it still supports the practice you want to build. The acquisition announcement calls it an…
Small and midsize RIAs compete with larger firms by differentiating, not imitating. The strongest levers are a defined client niche, faster decisions, a distinctive service model, local reputation, and selective partnerships that add…
Deciding to pursue independence is a major milestone. But once you move beyond the question of whether to start an RIA , the more consequential question becomes: What exactly are you building, and can it operate, grow, and serve clients…
Massive AUM may earn a buyer’s attention, but it does not automatically earn a premium RIA valuation in the rapidly evolving M&A landscape. Increasingly, buyers want evidence that a firm can generate new business, retain clients, develop…
For an experienced financial Advisor, succession planning can feel like a distant concern; something to address when retirement becomes more immediate. For emerging Advisors, ownership can feel just as distant. They may be doing meaningful…
This week, TERRANA GROUP proudly celebrates 34 years at the forefront of the financial services and wealth management recruiting industry. Since 1992, we’ve earned our reputation as one of the top financial Advisor transition firms in the…
Thinking about starting an RIA in 2026, breaking away from your current firm, or finally putting your name on the door? Founding your own independent advisory firm has many benefits: fiduciary autonomy, higher long-term income potential…
Only about 20–25% of financial Advisors have a formal, documented succession plan, despite the fact that more than a third, managing roughly 40% of industry assets, plan to retire within the next decade. That gap is more than a retirement…
Your clients think the world of you. They tell their friends. They mention your name at dinner tables, golf courses, and in the family group chat. And then… nothing happens. The referral conversation happened. The follow-through didn’t…
When Diversify Advisor Network announced its assets grew 42% to $12.2 billion in 2025 – all while maintaining full independence – it wasn’t just a company success story. It was proof of a fundamental transformation in wealth management. In…
Markets don’t reveal risk tolerance during bull runs. They reveal it during uncertainty. When portfolios are climbing, nearly every client describes themselves as a long-term investor comfortable with short-term fluctuation. Then…
When AdvisorHub reported that Ameriprise had raised its recruiter bounty to 16% of trailing 12-month production – the highest in the industry, well ahead of the typical 6% to 12% range – the reaction was predictable. “Recruiters cashing…
