TERRANA GROUP

05/29/2026

Celebrating more great news from our partners at LPL Financial. Their continued ability to attract high performing advisor teams speaks to the strength of their platform, their culture of independence, and their commitment to helping advisors serve clients with clarity and confidence.

At TERRANA GROUP, we’re proud to support firms like LPL who are shaping the future of advice — one strategic move at a time.

LPL Draws FA Team with $815M from Northwestern Mutual

05/29/2026

Advisor transition consulting has become dramatically more valuable, more specialized, and more complex than it was even five years ago.

At TERRANA GROUP, our A-list team has over 33 years of experience helping Advisors make one of the most important business and personal decisions of their careers – while protecting clients, reputations, and long-term enterprise value.

Premium Advisor recruiting has become the new standard. Find out why in our latest blog post!

🔗 terranagroup.com/why-premium-advisor-recruiting-is-becoming-the-new-standard

05/29/2026

Celebrating our partners at BNY as they continue to innovate in ways that strengthen the advisor ecosystem. Their new referral program pilot is another example of how leading custodians are expanding value for RIAs and helping firms accelerate meaningful growth.

At TERRANA GROUP, we’re proud to work alongside organizations like BNY that are committed to elevating the advisor experience and supporting the long term success of independent firms.

Here’s to continued collaboration and shared progress across the industry.

Focus Partners Joins Beta Run of BNY Referral Program

05/28/2026

As competition for talent intensifies, business owner clients are turning to their financial advisors for more than investment guidance — they’re looking for strategic insight on how to design benefits that truly attract and retain great people.
This is where advisors can stand out.

At TERRANA GROUP, we help advisors articulate and deliver a value proposition that goes beyond portfolio management. Supporting business owner clients in evaluating, modernizing, and communicating their employee benefits strategy is becoming a powerful differentiator — and a natural extension of holistic advice.

When advisors can connect financial planning with workforce needs, they become indispensable partners in the long term health of the business and its people.

Helping advisors step confidently into that role is what we do every day.

Benefits a Hot Topic for FAs' Business-Owner Clients

05/28/2026

Stratos continues to demonstrate why they’re one of the most dynamic and forward moving platforms in our space. Their recent onboarding of $4.8B in client assets — tied to 25 acquisitions already in motion — highlights a firm with real momentum and a clear vision for scale.

At TERRANA GROUP, we’ve long admired how Stratos blends enterprise strength with true advisor centric independence. Their ability to execute consistently, even ahead of major strategic investments, speaks to a leadership team that knows how to build for the long term.

Congratulations to Jeff Concepcion and the entire Stratos team on another milestone that strengthens the broader advisor ecosystem.

Stratos Says '25 Acquisitions Brought $4.8B in AUM

05/27/2026

Big congratulations to our partners at Morgan Stanley on welcoming the Ardalan Wealth Management team in Los Angeles. Moves like this highlight the firm’s continued strength in attracting high performing advisors who want the scale, resources, and client first culture that define Morgan Stanley’s platform.

At TERRANA GROUP, we’re always inspired when our partners continue raising the bar for advisor growth and client service. It’s exciting to watch this momentum build across the industry.

Here’s to more milestones ahead.

Team produced $8 million in annual revenue, according to a source familiar with the move.

05/27/2026

Congratulations to our partners at Kestra Financial on another strong milestone with the addition of Synthesis Wealth Partners to the Bluespring family.
This kind of momentum highlights the strength of Kestra’s ecosystem — a place where planning led firms can scale, grow, and continue delivering meaningful impact to the clients they serve.

At TERRANA GROUP, we’re proud to support an industry where firms like Kestra continue raising the bar for advisor experience, operational excellence, and long term independence.

After increasing assets by 450% in eight years, Synthesis Wealth Partners joins Bluespring to maintain client service.

05/26/2026

Celebrating our partners at Raymond James as they continue strengthening their leadership and long term vision. Their commitment to clarity, integration, and advisor first innovation sets a powerful tone for the industry.

At TERRANA GROUP, we’re proud to support firms like Raymond James—organizations that invest in people, elevate the advisor experience, and build platforms designed for sustainable growth. Their momentum inspires the work we do every day: helping advisors communicate their value with confidence and connect more deeply with the clients they serve.

Here’s to continued partnership and shared progress.

Exclusive: The team is the next stage in the integration of the Raymond James and Charles Stanley wealth business.

05/26/2026

The recent conversation around recruiter compensation highlights something important: the industry is recognizing the true strategic value of thoughtful, high touch advisor guidance.

As firms continue investing in advisor experience, platform choice, and long term fit, the work behind a successful transition has never mattered more. It’s not about introductions — it’s about clarity, confidentiality, and alignment.

At TERRANA GROUP, we’ve always believed that advisor transitions are inflection points. Handled well, they create lasting value for advisors, their teams, and the clients they serve.

Seeing the industry elevate the importance of this work reinforces what we’ve championed for over three decades: when advisors land in the right place, everyone wins — advisors, clients, and the firms committed to supporting them.

Elite Consulting Partners' Frank DeRosa defends rising recruiter fees, arguing firms are finally paying correctly for high-value advisor assets

05/25/2026

More consumers are turning to AI for financial guidance — but recent analysis shows something important: AI’s answers change dramatically depending on how the question is asked.
That inconsistency is exactly why advisors matter.

At TERRANA GROUP, we see AI as a powerful enhancer, not a replacement. Advisors bring the context, judgment, and risk awareness that AI simply can’t replicate. Our work focuses on helping firms:
• interpret AI generated insights responsibly
• guide clients through conflicting or overly confident outputs
• integrate AI into planning conversations without losing the human element

AI is here to stay. Advisor led, AI supported planning is how we keep it trustworthy.

AI Financial Advice Can Help, but it Depends How You Ask