It’s time to show the web page on one other yr—and an thrilling one it was.
The election exercise apart, the wealth administration trade made headlines by itself, with mega-teams on the transfer, large M&A offers, and beautiful management shifts.
What does this all imply for advisors?
How does this exercise colour the yr forward?
Mindy Diamond and Louis Diamond take their annual look again on the yr previous and share ideas on the yr forward, together with:
- Transitions: Will 2025 motion beat 2024?
- Offers: Will they head larger or recede?
- Compensation modifications: What impression will they’ve on motion?
- Wirehouse recruiting: Which corporations might be most distinguished within the race for prime expertise?
- Personal fairness: Will it proceed to drive M&A exercise and RIA progress?
- Custodians: How will growth impression the expansion of the RIA house?
- And what’s the “subsequent huge factor” for 2025?
That is the one episode to hearken to for steering designed to assist advisors and enterprise house owners alike inform their goal-setting and be higher ready to make choices for the approaching yr with the facility of information behind them.