The Future of Wealth Management: Predictions for 2025 (Ep. 18)
What will shape the financial landscape by 2025? Join us as we dive deep into predictions for the future of wealth management.
In this episode, Rusty Sommer dives into the future of wealth management with an exciting lineup of guests from the 2024 MarketCounsel summit: John O’Connell, Kartik Srinivasan, Oleg Tishkevich, Kate Healy, Andree Mohr, Bill McFadden, Brian Hamburger, Joel Bruckenstein, Robb Baldwin, Tony Stich, and Amy DeTolla. They explore the big predictions for 2025, like how AI co-pilots and personalized client apps are set to transform the industry, why mega firms driven by private equity are emerging, and how personalization will redefine client experiences. Discover insights on trends like mergers, private equity’s impact on growth, and the looming cybersecurity challenges. The dialogue is rich with insights about the continual evolution of technology, regulation impacts, and strategic industry shifts.
Key Highlights:
- (01:13) The role of AI co-pilots in enhancing productivity
- (02:12) The expanding impact of mergers and acquisitions fueled by private equity
- (04:41) The emergence of custom client applications for RIAs
- (08:48) Challenges and changes in regulation and compliance
- (13:07) The evolution of niche-based advice and technology solutions
- And more!
Immerse yourself in this forward-looking discussion and get a head start on 2025’s transformative impact!
Connect with Rusty Sommer:
- Rusty.sommer@flyerft.com
- LinkedIn: Rusty Sommer
- Flyer Financial Technologies
- LinkedIn: Flyer Financial Technologies
- Twitter: Flyer_FT
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