Volatility, tighter margins, and rising client expectations are prompting many Advisors to reassess whether their current broker-dealer or firm is still the best long-term fit. Industry studies show growing interest in independence, RIA and hybrid models, and Advisor-friendly platforms that offer more flexibility, technology, and better economics. Experienced Advisor Transition Consultants report that teams who [...]
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 shifting regulations, evolving technology, and the rising expectations of high-net-worth clients, firms and independent advisors increasingly turn to [...]
While AI-powered tools and software can help independent Advisors with many day-to-day duties, freeing up your valuable time for more high-value efforts, depending on these machine learning engines too much can lead to disaster. In the competitive wealth management space, utilizing AI is a must for streamlining your admin, but what will really make you [...]
If you’re an advisor looking to make a move toward independence, you may wonder how working with a recruiter ultimately makes a difference to your bottom line. After all, advisors have more access to options now than they’ve ever had before, and it’s not always obvious what a recruiter can add to the process of [...]
There are few moments in life quite so stressful as an interview for a position with a potential new firm. Worrying about making the right impression, conveying your experience, knowledge base, and qualifications, and making the kind of personal connection with your interviewer that leads to an offer, can be tough. It’s no wonder that [...]
You have thought about going independent — and with well over 110,000 Independent Advisors across the United States, the trend toward practice ownership and breakaway brokers only continues to grow. One of the most important steps in your journey is to research and understand the different independent models and platforms, so that you can identify [...]
As anyone who’s spent a fulfilling weekend working on their car or home can tell you, there’s a lot of reason to commend the DIY spirit. But when it comes to positioning yourself for your next opportunity as an Advisor, doing it yourself may not be enough. What if there was a way to move [...]
We are thrilled to celebrate 25 years in the financial services recruiting and consulting industry! We have worked hard to get here, and we look forward to continuing our journey matching qualified candidates with wealth management firms. Our founder, Michael Terrana, began the Terrana Group in 1992, and since then we have enjoyed great success [...]
Frustrations in your current position as a financial advisor can cause you to consider changing firms. There are many reasons to make a move to a firm that better fits your needs. Utilizing a recruiting firm could speed up the process and below are the top reasons why advisors leave their existing firms for another. [...]
Searching for the right investment firm, or an experienced recruiter to assist you with that challenge, can be time-consuming and exhausting work. No matter the circumstance; your search for a firm or a financial advisor recruiter, stock broker recruiter or wealth advisor recruiter, there are many firms to choose from and the choices can be [...]
