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.

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.

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.