TERRANA GROUP
Business Development Consulting, Mergers & Acquisition, Succession Consulting and Recruiting for Broker Dealers, RIAs, Financial Advisors and Financial Services Firms We are proud to report that for over 31 Years, TERRANA GROUP has been involved in over 3000 professional placements for Financial Advisors with client assets transferring to the hiring firm nearly exceeding $100 billion dollars. At T
Celebrating great news from our partners at RBC Wealth Management–U.S. 👏
A talented advisor team overseeing $1.6B in client assets has chosen to join RBC — a testament to the firm’s strong culture, client first planning platform, and continued momentum in attracting high impact teams.
TERRANA GROUP is proud to support organizations that invest in people, stability, and long term growth. Congratulations to everyone involved in this meaningful transition.
https://www.financialadvisoriq.com/c/5210074/745024?referrer_module=emailAfternoonNews&module_order=0&login=1&code=YlhSbGNuSmhibUZBZEdWeWNtRnVZV2R5YjNWd0xtTnZiU3dnTXpBek5USXpNU3dnTVRjM09ESXlNamN3TkE9PQ
Stifel Loses Advisor Team with $1.6B to RBC Stifel Loses Advisor Team with $1.6B to RBC
07/17/2026
A rapidly expanding network of women financial advisors is creating new pathways for young professionals and career changers entering the wealth management industry. It’s an encouraging shift—one built on mentorship, community, and the kind of support structures that help new advisors thrive.
At TERRANA GROUP, we see clear opportunities to contribute to this momentum. Through our work with firms nationwide, we can help strengthen talent pipelines, elevate women advisor stories, expand mentorship access, and guide new entrants toward organizations committed to diversity and long term advisor development.
As more women leaders invest in the next generation, the industry becomes stronger, more inclusive, and better prepared for the future. TERRANA GROUP is proud to support the firms and advisors driving that change.
https://www.financial-planning.com/news/growing-group-of-women-advisors-seeks-to-jumpstart-careers?utm_campaign=NL_FP_Daybreak_07142026&position=4&utm_source=newsletter&utm_medium=email&campaignname=NL_FP_Daybreak_07142026&oly_enc_id=3992C5351467H5X
Growing group of women advisors seeks to jumpstart careers in the field Members of the Women's Alliance of Financial Advisors saw a need to launch a specific program of mentorships and discussions focused on young people and career-changers entering the field.
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118 N Clinton Street Ste 375
Chicago, IL
60661
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 4:30pm |