Trends News Wealth Management Trends To Watch In 2025

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

6 trends supercharging industry consolidation in 2025

One of the most consequential M&A deals in years leads this roundup of the many ways big independent firms grew in 2025 and how they plan to continue growing in 2026. Read More

MSCI strategist breaks down the biggest trends in wealth management

MSCI strategist breaks down the biggest trends in wealth management Alex Kokolis, managing director at MSCI, sits down with InvestmentNews anchor Gregg Greenberg to highlight the trends shaping the ... 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

Transformative trends in wealth management

The wealth management landscape in the Middle East and Africa (MEA) is undergoing rapid transformation. Despite macroeconomic headwinds in Africa, a new generation of entrepreneurs and digital ... Read More

Leaders in Wealth Management, Elite Financial Advisors to Explore Future Trends at Sowell Management's Upcoming Symposium

NORTH LITTLE ROCK, Ark., April 22, 2025 /PRNewswire/ -- Sowell Management, a Registered Investment Advisor (RIA) and trusted partner to financial advisors nationwide, has announced it will host an ... Read More

Zephyr's Adjusted for Risk: In-Depth with David Armstrong - The Future of Investment Conferences and Wealth Management Trends

In this episode of Zephyr's Adjusted for Risk podcast, host Ryan Nauman sits down with David Armstrong, executive director of content at WealthManagement.com and host of the RIA Edge podcast. They ... Read More

Wealth Management Deal Volume Keeps Rising As Mid-Sized Buyer Pool Grows

Wealth management M&A has run hot since 2021. Even when the Federal Reserve raised interest rates 11 times over a roughly 16-month span beginning in March 2022, the impact was relatively ... Read More

2026 Korea Wealth Management Expo Forecasts Investment Trends

Global stock markets are in turmoil, and real estate investments remain shrouded in uncertainty. The ‘2026 Korea Wealth Management Expo,’ which will forecast trends in the 2026 stock, bond, and real ... Read More