TERRANA GROUP

AI may increase advisor capacity, but technology alone doesn’t build a great advisory firm.

TERRANA GROUP can help firms capitalize on this transformation by identifying the talent needed to complement new technology, strengthen teams, and support sustainable growth.

AI can create capacity. The right people turn that capacity into opportunity.



https://www.thedailyupside.com/advisor/wealthtech/ai-wont-replace-advisors-it-may-actually-add-more/

AI Won’t Replace Advisors. It May Actually Add More Industry experts at the Future Proof festival said AI is integral to growing advisor teams and client based.

Ameriprise offers retention bonuses, fee discounts to advisors: Sources.
It’s encouraging to see Ameriprise continuing to invest in its advisor community. Initiatives focused on retention and advisor support underscore just how important great financial professionals are to a firm’s long-term success.

We’re proud to work alongside organizations that recognize the value of their advisors.



https://citywire.com/ria/news/ameriprise-offers-retention-bonuses-fee-waivers-to-advisors/a2498651?refea=2191087&link_id=2340754

Ameriprise offers retention bonuses, fee discounts to advisors: Sources The independent broker-dealer is ‘functionally re-recruiting its own advisors’ in an effort to stem attrition, sources say.

A recent survey highlighted a compelling disconnect: many high-net-worth investors may not realize they can entrust a greater portion of their assets to their financial advisor.
That creates an important conversation around advisor growth, client relationships, and having the right platform behind the practice.

TERRANA GROUP helps advisors evaluate opportunities across independent broker-dealers, RIAs and traditional brokerage models, with a focus on finding the right fit for their individual business.

The right move can be about more than transition. It can be about creating the right environment for future growth.



https://www.financialadvisoriq.com/c/5249413/752164?referrer_module=emailMorningNews&module_order=10&login=1&code=YkdGMWNtRkFhMkZwYldGdUxtTnZiUzV0ZUN3Z01UZ3lPVFUyTXpRc0lERXhNRGczTnpFNU9EQT0

FAs Missing Out on Managing More of Clients' Assets: Survey FAs Missing Out on Managing More of Clients' Assets: Survey

$28bn Stratos Wealth Partners names co-compliance chiefs.
We’re proud to celebrate our partners at Stratos Wealth Partners and congratulate Savanna Steed and Jon Pawlowski on their promotions to Co-Chief Compliance Officers.

Congratulations to both on this exciting next step, always great to see our partners and their leadership teams continue to grow. Wishing them both continued success!



https://citywire.com/ria/news/28bn-stratos-wealth-partners-names-co-compliance-chiefs/a2498269?refea=2191087&link_id=2331924

$28bn Stratos Wealth Partners names co-compliance chiefs Savanna Steed and Jon Pawlowski both received promotions to the CCO role.

TERRANA GROUP can play a meaningful role when couples face financial stress. Advisors often become the “Ref” in the relationship — helping partners communicate clearly, align priorities, and build a shared plan that reduces tension rather than fuels it.

At TERRANA GROUP, we equip advisors with the frameworks, coaching, and communication tools needed to guide couples through difficult money conversations. By strengthening collaboration between partners, advisors strengthen the financial plan itself — and deepen long term trust.

Empathy, structure, and clarity aren’t just soft skills. They’re strategic advantages.



https://www.financialadvisoriq.com/c/5250923/755483?referrer_module=emailAfternoonNews&module_order=1&login=1&code=YkdGMWNtRkFhMkZwYldGdUxtTnZiUzV0ZUN3Z01UZ3lPVFUyTXpRc0lERXhNRGczTnpFNU9EQT0

Advisor as Ref? How to Help Couples Navigate Combined Finances Advisor as Ref? How to Help Couples Navigate Combined Finances

RBC Snags BofA Private Bank Duo With $2 Billion in California.
Great news from our partners at RBC Wealth Management–U.S. 👏
RBC has welcomed a seasoned $2B Private Bank team from Bank of America into its La Jolla branch, further strengthening the firm’s presence in Southern California and highlighting its continued momentum in attracting high impact advisor talent.

TERRANA GROUP is proud to support organizations committed to growth, stability, and exceptional client service.



https://www.advisorhub.com/rbc-snags-bofa-private-bank-duo-with-2-billion-in-california/?utm_medium=email&utm_campaign=10%20year%20email%20Closing%20922&utm_content=10%20year%20email%20Closing%20922+CID_3092b5d0ce64431b42d5a74c77ed2f1e&utm_source=CampaignMonitor&utm_term=RBC%20Snags%20BofA%20Private%20Bank%20Duo%20With%202%20Billion%20in%20California

RBC Snags BofA Private Bank Duo With $2 Billion in California Advisors Lisa M. Behun and Dirk J. Harris joined RBC on September 11 in La Jolla.

The growing interest in “Coast FIRE” reflects a real desire for financial independence — but as many advisors point out, the strategy is far more complex than it appears. Early high savings rates, long term market assumptions, healthcare costs, and regulatory shifts make this approach difficult to execute without expert guidance.

At TERRANA GROUP, we help firms recruit advisors who can navigate these realities with clarity and discipline. Strong advisory teams are essential for translating online trends into sustainable, long term financial plans that truly support client goals.

Popular Retirement-Saving Plan Difficult to Pull Off, FAs Say Popular Retirement-Saving Plan Difficult to Pull Off, FAs Say

Happy first day of Fall! 🍁 The autumn equinox is one of just two days each year when daylight and nighttime are nearly equal.

Historically, this season was closely tied to the harvest: an opportunity to recognize the results of months of labor.

That is a helpful professional reflection point as well: What have you built, learned, strengthened, or completed so far this year? And what deserves your attention before the calendar turns again?

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