What you need to know for 2025

Our annual preview of what’s to come for financial advisors: deals, recruiting, comp plans, and the “next big thing” for wealth management.

It’s hard to imagine that we’re about to turn the page on another year.

And what an extraordinary year it’s been! The election activity aside, the wealth management industry made headlines on its own, with mega-teams on the move, massive M&A deals, and stunning leadership shifts.

Our annual podcast episode takes a close look at 2024 and provides an outlook on the coming year on some of the topics that are most important to advisors, including:

• Transitions: Will 2025 movement beat 2024?
• Deals: Will they head higher or recede?
• Compensation changes: What impact will they have on movement?
• Wirehouse recruiting: Which firms will be most prominent in the race for top talent?
• Private equity: Will it continue to drive M&A activity and RIA growth?
• Custodians: How will expansion impact the growth of the RIA space?
• And what’s the “next big thing” for 2025?

This is the one episode to listen to for guidance designed to help inform your goal-setting and be better prepared to make decisions for the coming year. So be sure to listen in.

Plus, our annual Of Myths and Moving column for WealthManagement is now live. Read on to learn the 9 most common myths that are preventing advisors from optimizing their business lives.

The rapid proliferation of the industry landscape is a great thing for advisors of all types—offering more choice than ever before. But with that, advisors are tasked with the responsibility of staying educated and informed about many new models, developments, and trends.

We aim to help you with that by providing articles and podcast episodes like these—as well as being available to answer any questions you may have. So feel free to reach out.

In the meantime, wishing you a joyous holiday season!

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