It's time to turn the page to another year—and an exciting year it was.
Election activity aside, the wealth management industry made waves in its own right, with mega-teams on the move, massive M&A deals and stunning leadership changes.
What does all this mean for advisors?
How does this activity color the next year?
Mindy Diamond and Louis Diamond take their annual look back at the past year and share thoughts on the year ahead, including:
- Transitions: Will the 2025 movement beat 2024?
- Deals: Will they go higher or retreat?
- Compensation Changes: What Impact Will They Have on the Move?
- Recruiting Wirehouse: Which Firms Will Stand Out in the Race for Top Talent?
- Private equity: Will it continue to drive M&A activity and NVR growth?
- Guardians: How will the expansion affect the growth of the RIA space?
- And what is the “next big thing” for 2025?
This is the only 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 the knowledge behind theirs.