The new year is an ideal time to reflect, take stock, re-evaluate your life goals, and make moves to bring the future you imagine for yourself to fruition. Since the pandemic, there has been a renewed emphasis on work-life balance, with many Advisors redefining the meaning of success. New advancements in AdviceTech and a massive [...]
New credential will enable Sferas to facilitate M&A deals, including sophisticated recruitment programs, among TG’s wealth management advisory clientele. CHICAGO—December 9, 2024—Terrana Group, a transition consulting and recruitment firm for financial advisors in the United States, today announced that Samantha Sferas, Chief Operating Officer (COO), has earned a certification in mergers and acquisitions, (M&A). The [...]
2024 has been a wild ride, and next year is sure to offer both opportunities and challenges for forward-thinking wealth management professionals. According to the newly-released InspereX Pulse 2025 Outlook Survey, 67% of Advisors said they expect the S&P 500 to be up 10% or more by year-end 2025, while some 80% expect to see [...]
Making your mark in the wealth management space takes more than financial expertise and a dream. Today’s Advisors face a competitive marketplace and simply providing quality advice isn’t enough to stand out from the crowd. True actualization of your goals requires a unique balance of business savvy, entrepreneurial skills, resource optimization, and long-term strategizing — [...]
The wealth management ecosystem is in the midst of a massive paradigm shift. Changing demographics, evolving consumer preferences, and rapidly emerging new tech are fundamentally altering the financial landscape. As more Advisors seek greater independence and a more meaningful path to success, Registered Investment Advisor (RIA) business models are reshaping the industry. Moving from a [...]
As a forward-thinking wealth management professional, your book of business is one of your most valuable assets. It’s the foundation of your practice, representing years of hard work, relationship building, and delivering personalized guidance that has helped your clients achieve their financial goals. Planning an exit strategy is essential to get the most out of [...]
Breaking away from a traditional wirehouse or large financial institution to start your own Advisory practice is a bold and exciting step. As an independent Advisor, you gain the freedom to define your unique approach, serve clients in a more personalized manner, and potentially see increased profitability. However, in the competitive financial services landscape, success [...]
As the wealth management industry stands at the cusp of a transformative era, Advisors face a dynamic and uncertain environment that requires not just adaptability but also foresight. Today, the convergence of multiple factors — economic uncertainty, the looming Great Wealth Transfer, and the continued rise of AI-powered investment technologies — is creating a world [...]
As a forward-thinking wealth management professional, you're undoubtedly passionate about helping your clients achieve their financial goals. But even the most dedicated Advisors may find themselves at a crossroads, considering a transition away from the confines of traditional wirehouses or large banking institutions. This shift towards independence can offer newfound freedom, greater flexibility, and potentially [...]
With the freedom of moving to an RIA comes the irresistible opportunity to craft stronger client relationships, gain more control over your choices, land potentially higher earnings, and enjoy the ability to create a more flexible work-life balance. However, it can also bring more responsibilities and challenges when it comes to navigating the complex landscape [...]
