TERRANA GROUP

09/04/2026

RIAs are making a decisive move in Q2 — rotating out of real assets and leaning into technology, semiconductors, and AI infrastructure ETFs. This shift reflects a broader advisor focus on innovation, data center expansion, and long term growth themes.

At TERRANA GROUP, we help firms navigate these transitions with clarity. Our recruiting intelligence, advisor movement analytics, and deep RIA market insight give leaders the visibility they need to align talent strategy with where portfolios are actually heading. As advisors expand ETF usage and reposition toward tech driven sectors, we support firms in building teams ready for the next phase of growth.



https://www.financialadvisoriq.com/c/5241724/752084?referrer_module=emailMorningNews&module_order=10&login=1&code=YkdGMWNtRkFhMkZwYldGdUxtTnZiUzV0ZUN3Z01UZ3lPVFUyTXpRc0lERXhNRGczTnpFNU9EQT0

RIAs Pile into ETFs, Rotate from Real Assets to Tech: AdvizorPro

09/04/2026

Congratulations to our partners at Raymond James for continuing to welcome high quality advisor teams.
Their commitment to service and long term advisor support is always great to see.



https://www.financialadvisoriq.com/c/5242054/752084?referrer_module=emailMorningNews&module_order=4&login=1&code=YkdGMWNtRkFhMkZwYldGdUxtTnZiUzV0ZUN3Z01UZ3lPVFUyTXpRc0lERXhNRGczTnpFNU9EQT0

UBS Loses FA Team with $550M to RayJay

09/03/2026

Succession planning is one of the most overlooked risks for small business owners — yet it’s also one of the most decisive moments in preserving value, continuity, and legacy. When owners delay planning, they often face rushed exits, lower valuations, and avoidable tax consequences.

At TERRANA GROUP, we see a clear opportunity for financial advisors to step in earlier and more strategically. By guiding owners through valuation readiness, tax efficient structures, leadership continuity, and emergency planning, advisors can transform succession from a stressful transition into a well managed, value maximizing strategy.

Our work with advisors across the country shows that proactive succession planning isn’t just good practice — it’s a competitive advantage. Advisors who help clients prepare today position them for stronger outcomes tomorrow.

Small Businesses, Big Decisions: How FAs Can Guide Succession Plans

09/03/2026

Vanguard CEO shares custody vision, downplays Schwab and Fidelity rivalries.
Altruist continues to set a powerful example in our industry. With Vanguard’s CEO highlighting how this partnership strengthens advisor capacity, modernizes custody, and stays true to a mission of expanding access to advice, it’s clear Altruist is building exactly what RIAs need for the future.

We’re proud to collaborate with a partner so committed to innovation, efficiency, and advisor first technology. Exciting times ahead.



https://citywire.com/ria/news/vanguard-ceo-shares-custody-vision-downplays-schwab-and-fidelity-rivalries/a2497056?refea=2191087&link_id=2311053

Vanguard agreed to pay $4.6bn to acquire custodian Altruist. CEO Salim Ramji explained the rationale for the deal and his plans for the custodian in an interview with Creative Planning CEO Peter Mallouk.

09/02/2026

Median RIA deal size has jumped 22% so far in 2026, Fidelity finds.
Median RIA deal size is up 22% this year even as overall activity slows. Buyers are prioritizing scale, infrastructure, and succession ready firms — a more selective market with bigger transactions.

TERRANA GROUP helps advisors prepare for this shift: sharpening valuation drivers, strengthening operational readiness, and guiding leadership teams through strategic M&A conversations.

Bigger deals. Fewer deals. Smarter preparation.



https://citywire.com/ria/news/median-ria-deal-size-has-jumped-22-so-far-in-2026-fidelity-finds/a2496732?refea=2191087&link_id=2305694

The custodian also found that overall dealmaking activity has fallen 9%.

09/02/2026

Per a 2025 Gallup poll, 42% of American adults under 30 are getting their financial advice from social media. Roughly half of high-net-worth investors across generations say they are more likely to engage with those who have a strong social media presence, according to BlackRock.

The popularity of financial content on platforms like TikTok and Instagram is skyrocketing, with some content boasting over 4 billion views.

Establishing thought leadership through your digital presence can be a powerful path for growth. TERRANA GROUP'S Advisor Transition Consultants are here to offer invaluable guidance on how to leverage the latest social media trends to build visibility and trust.

Get the facts: terranagroup.com/leveraging-evolving-social-media-to-grow-your-advisory-practice

09/02/2026

TERRANA GROUP can help RIAs turn quick valuations into long term enterprise value. Free online valuation tools are giving firm owners fast insight into what their business might be worth — but the real opportunity lies in understanding why that number looks the way it does, and how to improve it before going to market.

TERRANA GROUP works with RIAs to strengthen the exact levers buyers prioritize: operational efficiency, advisor bench depth, client demographics, fee only revenue stability, and organic growth engines. By pairing valuation diagnostics with strategic preparation, we help firms elevate their attractiveness, negotiate from a position of strength, and secure better outcomes in a sale or recapitalization.

RIAs deserve more than a number — they deserve a roadmap. TERRANA GROUP delivers it.



https://www.financial-planning.com/news/a-tool-for-finding-ria-values-and-plenty-of-ways-to-boost-them?utm_campaign=NL_FP_Daybreak_08212026&position=1&utm_source=newsletter&utm_medium=email&campaignname=NL_FP_Daybreak_08212026&oly_enc_id=3992C5351467H5X

With its Estimated Value Index, the valuation expert FP Transitions seeks to give RIA owners a leg-up in knowing just what their firms can most likely fetch in a sale.

09/01/2026

Congratulations to our partners at Kestra Financial on the appointment of Kelly Apple as Head of Wealth Management. Her leadership experience across BlackRock, DWS, and Invesco reflects Kestra’s continued commitment to strengthening advisor capabilities and elevating the full wealth management experience.

At TERRANA GROUP, we’re proud to support firms like Kestra that invest intentionally in advisor growth, platform coordination, and a culture built around quality and community.



https://www.thinkadvisor.com/2026/08/24/kestra-appoints-new-head-of-wealth-management?utm_source=email&utm_medium=enl&utm_campaign=womeninwealth&utm_content=08262026&oly_enc_id=0095H1331267I1E

After 13 years at BlackRock, Kelly Apple replaces John Amore, who had been promoted to president.

09/01/2026

In a rapidly evolving advisory landscape, strong custodial partners make all the difference. Fidelity continues to stand out with its commitment to innovation, advisor support, and operational excellence — qualities that elevate the entire ecosystem.

At TERRANA GROUP, we’re proud to collaborate with organizations that empower advisors to grow with clarity and confidence.

Here’s to continued partnership and shared impact across the industry.



https://www.financialadvisoriq.com/c/5239994/752494?referrer_module=emailAfternoonNews&module_order=4&login=1&code=YkdGMWNtRkFhMkZwYldGdUxtTnZiUzV0ZUN3Z01UZ3lPVFUyTXpRc0lERXhNRGczTnpFNU9EQT0

Fidelity No Longer Bans Payment for Order Flow

08/31/2026

Clean data is becoming one of the biggest hidden drivers of RIA deal success. When books are sloppy or CRM records are inconsistent, buyers hesitate, diligence drags, and valuations suffer. Before stepping into a succession plan or exploring an M&A path, RIAs need a clear, accurate, and defensible data foundation.

This is exactly where TERRANA GROUP strengthens the process. We help firm owners audit their operational data, identify gaps, and build the clean, standardized reporting that buyers expect. With stronger data hygiene, RIAs reduce friction, accelerate diligence, and present a more compelling enterprise value story.

Better data → smoother deals → stronger outcomes.



https://www.financial-planning.com/news/sloppy-books-dirty-data-can-undermine-ria-sales-or-mergers?utm_campaign=NL_FP_Daybreak_08212026&position=2&utm_source=newsletter&utm_medium=email&campaignname=NL_FP_Daybreak_08212026&oly_enc_id=3992C5351467H5X

Two experts in mergers and M&A sales explained how and why RIA owners need to clean up their data, get a formal valuation and figure out other technical questions before they make a succession deal.