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.

Wipfli’s 2026 “State of the asset management industry” report offers industry insights for the coming year.

Discover how nonprofit, government and education leaders are navigating financial pressures, talent and technology.

Wipfli’s 2025 construction industry survey covers tech trends in construction, including AI readiness, cybersecurity risks and future investment priorities.

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.