Technology tops the agenda for asset management executives in 2025
Asset management leaders recognize that technology can be a key factor in their firm’s success. Although industry executives are optimistic about revenue growth in the coming year, they remain focused on addressing cybersecurity challenges, making strategic technology investments and preparing for the role rapid innovation may play in future ownership transitions.
These insights come from Wipfli’s second annual survey of C-level executives at asset management firms across the United States. By capturing the perspectives of 134 industry leaders, this national study sheds light on key trends and priorities shaping the sector.
This year, technology surfaced as a recurring theme in conversations about growth strategies, succession planning and business development.