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.

Wipfli’s “State of the banking industry” report for 2025 shows that leaders of financial institutions are cautiously optimistic, driven by stabilizing interest rates, easing liquidity concerns and a resurgence in growth projections.

The new data was gathered by Wipfli from nearly 350 C-level executives at financial institutions across the United States to take the pulse of executives to see what they are investing in and what they are excited and worried about.