Jan 28, 2025 · In 2024, we published the top 10 resolutions for wealth and asset management leaders to make; many of the same resolutions hold strong for 2025. ... Increasing competition, industry M&A and profitability pressure have only made that more vital. In this environment, it is essential for firms to establish a differentiated value proposition ...

How to outperform in today’s wealth management industry? We believe this is the existential question facing wealth management leaders — and the question that this report aims to address. In essence, the answer can be broken down into three elements — why, what and how. First, the “why.” Short-term performance targets,

1 day ago · Following several years of economic crosscurrents and fluctuating performance, the US wealth management industry is entering 2025 from a position of strength, with solid fundamentals in place. Demand for its services continues to grow as Americans become wealthier and their needs become more complex—for example, because of greater reliance on personal …

Jan 17, 2024 · The US wealth management industry experienced a significant contraction in 2022 (Exhibit 1). Client assets overseen by the industry declined by $6.2 trillion, erasing almost a year and a half of market appreciation.

Wealth management is a growth industry, but it is experiencing a set of accelerating disruptions. While the pandemic challenged the performance of the US wealth management industry for much of 2020, the last 12 months have given rise to optimism that the conditions for a significant wave of innovation and

Jan 7, 2025 · With a strong focus on evolving customer expectations, technological advancements, and shifting risk landscapes, the wealth management industry is prepared to weather rapid change in 2025: Customer-centric innovation will become a major focus point for firms across the industry; by rebuilding experiences and offers and prioritizing digital ...

to set themselves apart from the crowd. By developing targeted outreach to attract new, more diverse populations of investors, wealth management teams can position themselves to successfully navigate the changing wealth l. and interactive technology dashboards. Today’s clients want on-demand access to detailed information about their financ.

The 2025 Wealth Management Industry Report explores how technology, shifting client expectations, and regulations are transforming the sector. Key trends include AI-driven portfolio optimization, the rise of robo-advisors, and growing demand for ESG investing.

Wealth management (WM) in the United States is undergoing profound change. New consumer preferences and digital models, as well as demographic, macroeconomic, regulatory, and competitive trends, have come together in a perfect storm to completely upend the WM experience for consumers and advisors alike.

Piecemeal transformation efforts are no longer effective in asset and wealth management (AWM). Firms are now wrestling with the twin challenges of expanding into the unfamiliar markets that investors are demanding, such as private credit or crypto, while facing more competition for control of a slower-growing pie of assets.