Trends News Wealth Management Trends To Watch In 2025

Trends Transforming the Wealth Management Industry

Jason Borek, Chief Growth Officer at The Pinnacle Group, developments from AI to the shift toward outsourcing are impacting the advisory space. Read More

The 3 Key Trends in Wealth Management in 2025

This content has been created by the Finextra editorial team with inputs from subject matter experts at the funding sponsor. Whilst at the FinextraTV Studio at the Communify Fincentric Experience 2025 ... Read More

AI in wealth management: Here’s what 7 financial advisers are doing with the technology right now

Of course, some AI may be used to automate certain aspects of client portfolios, but financial advisers tell us that often they’re using it more to help with efficiency and workflows, allowing them to ... Read More

6 Wealth Management M&A Trends to Watch

Through Sept. 30, 60 private equity-backed wealth management firms completed mergers or acquisitions, and nine of those firms executed their first acquisition since raising capital, according to ... Read More

IBD Elite 2025: 4 charts tracking key industry shifts

As a channel of wealth management that generates more business than some countries, the firms of Financial Planning's IBD Elite are constantly evolving to meet client and advisor demands. "If you want ... Read More

Fifth Third, Comerica Merger Creates $100B Wealth, Asset Management Business

U.S. banks Fifth Third and Comerica are merging to create the ninth-largest bank in the country, with the resulting company establishing a wealth and asset division that will manage assets exceeding ... Read More

ETF Investing Trends

Latest ETF Investing Trends news freshly curated for you as of 4pm November 12th. Join other readers in exploring innovative developments, emerging trends, and expert perspectives. Elite wealth ... Read More

Inheritance Trends That Are Shaping The Future Of Family Wealth

Over 20% of grandparents 70+ now bypass children, directly gifting wealth to grandchildren via “leapfrogging love” trusts to manage taxes. ‘It’s Too Bad’: Trump Responds to Third-Term Limit Watch a ... Read More

Investors chase risky options, hinting at a shift in wealth creation trends, says expert

Amid persistent global growth concerns and market volatility, Indian investors are turning decisively towards mid- and small-cap mutual funds as powerful engines for wealth creation. Mutual funds ... Read More

How Key Trends Are Redefining Wealth Management in 2025

This content has been created by the Finextra editorial team with inputs from subject matter experts at the funding sponsor. Attending the Communify Insights Experience in London, Rupert Baron, Former ... Read More