Research reports

Asset management firms are facing increased pressure to leverage digital tools. At the same time, they must attract and retain employees skilled at both the analytic and human-facing components of investment.

Wipfli surveyed 99 asset management firms in 31 states to learn more about these challenges facing the industry. Discover how firms are addressing talent management, technology integration, employee development, client service enhancement, and workflow optimization.

Following major market disruptions fueled by pandemic irregularities, staffing shortages, rising inflation and more, wealth management firms are facing future operations with cautious optimism.

Wipfli surveyed more than 100 wealth management firms in 28 states to learn about current challenges facing the industry — and the ways firms are working to solve them. Explore how firms are addressing employee retention and recruitment, client cultivation, technology integration, and mergers and acquisitions.

After years of pandemic-inspired uncertainty, most Indian gaming casinos returned to a new normal in 2022. The 2023 Cost of Doing Business Report shows tribal casinos have become more confident, even as concerns about the economy persist.

We surveyed 132 Native American organizations in 17 states to capture their financial state. Use the report to compare your performance against tribal casinos overall and by region and size.

Wipfli surveyed nearly 250 banks in 39 states to learn how they navigated a gloomy economy, the national labor shortage and digital engagement in 2022.

Explore banks’ top priorities and concerns in 2023, including how they’re managing talent in a record-tight labor market, creating digital efficiencies in a process-heavy business and exploring new revenue streams.

Wipfli surveyed nearly 70 credit unions in 27 states to learn how they are navigating the economy, the national labor shortage and digital engagement.

Dive deep into credit unions’ priorities and concerns, including improving digital member engagement, recruiting and retaining talent, adding payments services, creating new revenue streams and adopting cloud-based technology.

Wipfli surveyed more than 100 rural healthcare organizations to learn how they’re coping with economic and regulatory challenges.

Learn how rural healthcare organizations are planning to maintain their financial health and how they are addressing talent management, patient experience, financial performance and digital transformation.