Tech is a top focus for wealth management executives in 2025
Wealth management leaders know technology can make or break their company’s success. While industry executives are optimistic about revenue growth in 2025, they’re also concerned about possible missteps in future tech investments, and they sense that rapid advancement is likely to play a role in future ownership changes for their firm.
Wipfli gathered these insights by surveying 109 C-level executives at wealth management firms across the United States. This is the second year Wipfli has taken the pulse of wealth management industry leaders through a national survey.
In this year’s research, technology emerged as a common theme across discussions about growth, succession and strategy.