TERRANA GROUP

Amazing to see Steward Partners continue their national growth streak — adding nearly $3.7B in Q2 across six advisor teams from wirehouses, banks, and independent RIAs. A true reflection of a platform built for advisors of every size and stage.

Proud to cheer on the Steward Partners team as they keep expanding their footprint and strengthening one of the industry’s most dynamic advisor communities.

Steward Partners Adds Nearly $3.7 Billion in Q2 2026, Extending National Growth Streak Steward Partners, a full-service, employee-owned, independent financial services firm today announced a strong second quarter of 2026, with six advisor teams joining the firm in May and June, representing approximately $3.68 billion in combined client assets. The quarter's affiliations span both the...

Advisors are boosting allocations to foreign equities as global markets show stronger performance and better valuations. Yet geopolitical and currency risks make thoughtful guidance more important than ever.

TERRNA GROUP helps firms navigate this shift with industry intelligence, clear advisor communications, and transition support for teams seeking platforms with stronger global capabilities.

Supporting advisors as they diversify for a more global market landscape is core to our mission.



https://www.financialadvisoriq.com/c/5204704/741904?referrer_module=emailMorningNews&module_order=0&login=1&code=YkdGMWNtRkFhMkZwYldGdUxtTnZiUzV0ZUN3Z01UZ3lPVFUyTXpRc0lERXhNRGczTnpFNU9EQT0

Advisors Bumping Up Allocations to Foreign Equities Advisors Bumping Up Allocations to Foreign Equities

LPL Financial to buy $15bn affiliate Good Life Advisors.
Big congratulations to our partners at LPL Financial on their agreement to acquire Good Life Advisors, a $15B supported independence firm with a strong national footprint.

This move reflects LPL’s continued commitment to expanding advisor resources, strengthening operational support, and investing in the long term success of independent practices. Good Life’s team has built an impressive community over the years, and seeing both organizations align for the next chapter is a great moment for the industry.

Excited to see what’s ahead for advisors, clients, and the broader independent ecosystem.



https://citywire.com/ria/news/exclusive-lpl-financial-to-buy-15bn-affiliate-good-life-advisors/a2494352?refea=2191087&link_id=2264975

EXCLUSIVE: LPL Financial to buy $15bn affiliate Good Life Advisors Good Life is headquartered near Orlando and majority-owned by CEO Conor Delaney.

The latest federal student loan changes are reshaping how families plan for education — and advisors now have a new opportunity to guide clients through a very different reality.
With lower borrowing limits for graduate and professional programs, fewer repayment options, and tighter caps for parents, the old playbook no longer works. Families will need clearer strategies around savings, 529 frontloading, private financing, and earlier conversations about college expectations.

At TERRANA GROUP, we help advisors stay ahead of these shifts. Our research, planning frameworks, and client ready insights make it easier to explain what’s changed, model new funding scenarios, and support families making long term education decisions.

Education planning is becoming more complex — but advisors don’t have to navigate it alone. TERRANA GROUP is here to help you turn regulatory change into client value.



https://www.thedailyupside.com/advisor/financial-planning/student-loan-changes-rewrite-college-planning-playbook/

Student Loan Changes Rewrite College Planning Playbook With new borrowing limits and shifting repayment options, clients may need to rethink how they plan to pay for their kids’ education.