IWI Article mock web hero 030625
ARTICLE

A Changing Financial Advice Industry: Key Trends in 2025

March 6, 2025

As they plan 2025 initiatives, wealth management firms need to mind trends on advisor and client demographics, practice economics, and available product suites.

U.S. wealth segment assets have broken records via strong market performance and generous contributions—U.S. advisor-managed assets grew at a 7.3% 10-year compound annual growth rate (CAGR) through 2023. As a result, financial advisors increasingly are called to do more, and the stakes of client service, acquisition, and retention have never been higher. Success in positioning to account for shifting trends across the financial advice industry can make all the difference in staying ahead of the curve.

DOWNLOAD NOW

Read the Full Article

READ ARTICLE

Related Resources

Webinar Recording RIA Webinar grid Image

March 2025

U.S. Registered Investment Advisors: Scale, Succession, and Growth

Join Cerulli’s Stephen Caruso for Cerulli’s lens into the trends driving channel growth and transformation.

Access the Recording

Webinar Recording 2025 HNW Webinar grid image

January 2025

Preparing for the Great Wealth Transfer

Cerulli’s Chayce Horton explores the impacts of the Great Wealth Transfer and best practices for retaining and growing wealth as it changes hands.

Access the Recording

WHITE PAPER MAQU LP grid

August 2024

Bridging the Gap: Optimizing Advisor Productivity with Platform Development and Adoption

The relationship between advisors and the technology they use to serve clients is one of the most crucial elements of the wealth management ecosystem. Yet, many financial advisors fail to reap tangible gains. What’s holding them back?

View WHITE PAPER

You may also be interested in

  • Annual report
  • The Cerulli Edge

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.