Page 3 of 11. Perspective on advisor transitions, independence, and the business of wealth management.
Financial advice has always been about relationships, but today those partnerships straddle two worlds: the human-to-human trust that experienced advisors build, and the holistic, all-in experience today’s clients expect. Rapid adaptation…
A recent Gallup poll showed 42% of Americans ages 18 to 29 head to social media for their financial information. The popularity of financial content on platforms like TikTok and Instagram is skyrocketing, with some #FinTok content boasting…
The wealth management space has never been more complex, more disrupted, or more full of opportunity. Evolving client expectations, demographic shifts, and economic uncertainty are rapidly reshaping the industry. Baby boomers are moving…
Feeling the prevailing winds of change? You’re not alone. Transitioning from a traditional wealth management environment to an independent RIA model can help you get ahead of the zeitgeist and lay the foundation for enduring growth. Amid…
As leaders in the advisor transition space, the senior consultants at TERRANA GROUP understand that the industry’s future depends on its ability to attract, develop, and nurture the next generation through innovation and thoughtful…
In today’s fiercely competitive wealth management landscape, your advisor brand is more than a buzzword; it’s your most valuable asset. If you’re contemplating the liberating leap to independence, whether launching an RIA, opening your own…
The decision to transition from a traditional wealth management environment to an independent RIA model represents one of the most significant career moves today’s advisors can make. Significant paradigm shifts are underway, and client…
With the wealth management space in the midst of a (not so) subtle revolution, more advisors than ever are ready to make a change to an independent RIA. This move can bring much greater independence, flexibility, and control over your…
The secret ingredient to an RIA firm’s long-term success isn’t just smart investment strategies or cutting-edge technology. It’s a vibrant, purpose-driven culture. For Advisors aiming to launch an independent practice, join a boutique…
Market volatility is an inevitable part of the financial landscape, yet every spike in uncertainty brings a new wave of client anxiety. For RIAs, advisors, and investment managers, these periods are a true test of relationship management…
The “sell and stay” approach in wealth management mergers and acquisitions (M&A) is a transformative trend reshaping how advisors approach their succession planning and business transitions. According to industry research, there has been a…
The independent RIA industry’s total AUM grew at a compound annualized growth rate (CAGR) of 15% over the last five years, according to research firm Cerulli Associates. Exciting RIA and hybrid models offer advisors far more operational…
