Wipfli’s 2025 “State of the asset management industry” report offers industry insights for the coming year.

Do wealth management leaders see 2025 as a bull or a bear market? We surveyed C-level executives at wealth management firms across the country to learn about their top concerns and priorities for the coming year. Our second annual “State of the wealth management industry” report revealed a high level of optimism, as well as concerns about technology investments and thoughts on succession planning.

Rural hospitals and clinics are no longer in COVID-19 crisis mode, and the labor shortage is easing. Leaders are feeling optimistic about the future. However, a new alarm bell is sounding: cyberattacks. Wipfli surveyed C-level executives at rural healthcare organizations across the United States to inform our third annual “State of rural healthcare” report. In this year’s research, cybersecurity rose to the top of leaders’ concerns, while ongoing worries about service reimbursements mounted in intensity. Leaders also indicated a growing interest in digital and AI tools.

Wipfli’s “State of the banking industry” report for 2025 shows that leaders of financial institutions are cautiously optimistic, driven by stabilizing interest rates, easing liquidity concerns and a resurgence in growth projections.

The new data was gathered by Wipfli from nearly 350 C-level executives at financial institutions across the United States to take the pulse of executives to see what they are investing in and what they are excited and worried about.