
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.
Related Resources

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.

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.

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?
You may also be interested in
- Annual report
- The Cerulli Edge