TERRANA GROUP

10/20/2026

You can be grateful for what you’ve built and curious about what else is possible. Those two things belong in the same conversation.

Perhaps your next chapter includes more independence, a different culture, or more room to grow on your terms. Give yourself permission to explore it.

Let’s talk about what’s next: terranagroup.com

10/20/2026

Most retirees want to remain in their own homes as they age. Yet one of the most overlooked risks in retirement planning may be the rising cost of making that possible.

As life expectancy increases and in-home care expenses continue to grow, advisors have an opportunity to help clients think beyond traditional retirement income strategies and prepare for long-term care needs before they become urgent.

At TERRANA GROUP, we believe advisors are most impactful when they help clients navigate both the expected and the unexpected. Thoughtful planning around longevity, healthcare costs, family dynamics, and aging-in-place strategies can play a critical role in preserving financial security and quality of life throughout retirement.

The conversation about retirement is no longer just about accumulating assets. It's about creating a plan that supports the life clients want to live for decades to come.



https://www.financial-planning.com/news/most-baby-boomers-want-to-age-at-home-that-could-be-a-blind-spot-for-advisors?utm_campaign=NL_FP_Daybreak_10132026&position=1&utm_source=newsletter&utm_medium=email&campaignname=NL_FP_Daybreak_10132026&oly_enc_id=3992C5351467H5X

Rising costs for long-term care can pose a major risk to retirement security, but advisors can support clients and caregivers plan ahead and protect their financial security.

10/19/2026

9 Things Advisors Get Wrong About Female Investors.
As women continue to gain greater influence over wealth creation, transfer, and investment decisions, wealth management firms have a unique opportunity to evolve their service models. Recent research highlights that many affluent female investors are seeking more than portfolio management. They want coordinated advice, tax-aware planning, and a deeper understanding of their personal and financial goals.

At TERRANA GROUP, we help firms identify and attract advisors who are equipped to meet these changing expectations. By connecting organizations with talent that values holistic planning, meaningful client relationships, and personalized wealth strategies, we help position firms for success in one of the fastest-growing segments of the advisory industry.

The future of wealth management belongs to firms that recognize that understanding the client is just as important as understanding the portfolio.



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10/19/2026

Wealth Solutions Report Names Inaugural Top Financial Advisor Recruiters Of The Year.
Congratulations to Michael Terrana on being recognized by Wealth Solutions Report as one of the inaugural Top Financial Advisor Recruiters of the Year. This honor reflects decades of dedication, trusted guidance, and meaningful impact on financial advisors and firms across the industry. Well deserved recognition for a career built on relationships, integrity, and results.



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10/16/2026

Your exit date may be years away. The work that shapes its outcome starts much sooner.

Starting 3–5 years before your intended departure gives you time to assess your practice’s value, find the right buyer or successor, and address what needs to change.

Explore the key considerations in our exit-planning guide.

terranagroup.com/advisor-exit-strategies-how-to-maximize-your-book-of-business

10/16/2026

Private markets are becoming an increasingly important part of client portfolios, but greater adoption also brings greater responsibility. Recent industry research shows that advisors are offering private market investments more frequently, even as concerns about transparency, liquidity, fees, and manager selection continue to rise.

This evolving landscape creates meaningful opportunities for firms to strengthen their expertise, due diligence processes, and talent strategies. At TERRANA GROUP, we help wealth management firms identify and attract professionals with the specialized knowledge needed to evaluate alternative investments, educate clients, and navigate the complexities of private markets.

As alternatives become more mainstream, having the right people in place may be just as important as having access to the right investments.



https://champ.ly/KQ7t46g6

Advisors increasingly offer private market assets to clients, despite having more concerns about them than ever.

10/16/2026

Schwab reports 55% growth in net flows to in-house wealth advisory biz.
Congratulations to Charles Schwab on delivering another quarter of impressive growth and client engagement. Record net new assets, record revenue, and strong momentum in advisory solutions highlight the continued value of putting investors' evolving needs at the center of the business. It's encouraging to see innovation, scale, and client-focused advice driving meaningful results across the platform.

At TERRANA GROUP, we're proud to partner with organizations that continue to shape the future of wealth management.



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10/15/2026

As AI reshapes the wealth management landscape, one thing remains clear: clients don't just want efficiency, they want genuine human connection.
The most successful advisors will be those who leverage technology to enhance their service while preserving the trust, empathy, and personalization that clients value most. Transparency around AI usage will also be critical, especially as investors increasingly expect authenticity in every interaction.
This is where TERRANA GROUP can add value. By helping firms identify advisors whose relationship-building skills align with evolving client expectations, TG supports organizations in balancing innovation with the human element that drives long-term success. Technology may change how advice is delivered, but strong advisor-client relationships will always be at the heart of great wealth management.



AI could take advisors back 3 decades. That's a good thing | Financial Planning https://champ.ly/IKP4vkN5

As AI speeds up client communication, an advisor's own voice is what keeps relationships personal.

10/15/2026

Small RIAs Have Decisions to Make in Wake of Fidelity’s Custody Minimum.
The evolving custody landscape is creating important strategic considerations for RIAs across the industry.
As firms assess their options and growth objectives, success will depend on having access to the right partners, infrastructure, and resources.

TERRANA GROUP is well positioned to support these conversations by connecting wealth management firms, custodians, technology providers, and strategic partners. Our focus is helping organizations identify opportunities, build meaningful relationships, and navigate industry changes with confidence.

Industry evolution is inevitable. Creating value through collaboration is a choice.



Financial Advisor IQ - Small RIAs Have Decisions to Make in Wake of Fidelity’s Custody Minimum https://champ.ly/gl6NMADy

10/14/2026

TERRANA GROUP is pleased to welcome Andy Sanchez as our newest Associate Consultant.

Andy specializes in Advisor recruiting, transition consulting, and business development within wealth management. With a career spanning recruiting, operations, transportation logistics, and entrepreneurship, he brings a practical, business-owner’s perspective to every client conversation.

His relationship-driven approach and commitment to long-term outcomes make him a strong addition to our team. We look forward to the insight and value he will bring to the Advisors and firms we serve.

Welcome, Andy!

terranagroup.com