Financial services resources hub

Videos and Webcasts

Happy senior parents and their adult daughter surfing the Internet on a computer at home.

Daniel K. Pastron Dec 11, 2025

Advanced estate planning: Trusts and family limited partnership strategies

This webinar explores how trusts and advanced estate planning strategies — including trusts and family limited partnerships — can help high-net-worth individuals secure wealth, reduce tax exposure and transfer assets efficiently.

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professionals seated together in a corporate meeting setting.

Rusty A. Planert Dec 04, 2025

IT Leadership Roundtable: What financial institutions need to know about digital assets

IT Leadership Roundtable covers digital asset basics for financial institutions. Learn about fundamentals, use cases and compliance expectations on December 4 or on demand.

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Stephanie Suchla Dec 03, 2025

December CFO roundtable: Audit, accounting and tax update

The December CFO roundtable covers key audit, accounting and tax updates for financial institutions. Get the info you need to prepare your organization for 2026 and beyond.

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Research Reports

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Dec 16, 2025 The state of the wealth management industry 2026 research report
Wipfli surveyed wealth management executives to understand their economic outlook, strategic priorities and top challenges for the year ahead. Explore practical insights on how firms can sustain confidence, prioritize investments and navigate complexity.
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Dec 16, 2025 The state of the asset management industry 2026 research report
Wipfli’s 2026 “State of the asset management industry” report offers industry insights for the coming year.
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Feb 24, 2025 State of the asset management industry 2025 research report
Wipfli’s 2025 “State of the asset management industry” report offers industry insights for the coming year.
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Feb 19, 2025 State of the wealth management industry 2025 research report
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.
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