It’s time to turn the page on another year—and an exciting one it was.
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.
What does this all mean for advisors?
How does this activity color the year ahead?
Mindy Diamond and Louis Diamond take their annual look back at the year past and share thoughts on the year ahead, 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 advisors and business owners alike inform their goal-setting and be better prepared to make decisions for the coming year with the power of knowledge behind them.