JANUARY 04, 2025

RIA NEWS

2025 Outlook Q&A: RIAs to Focus on Organic Growth

In 2025, expect to see an emphasis on organic growth, talent and capturing AI efficiencies at RIA firms, said Schwab’s Lisa Salvi.

ALTERNATIVE INVESTMENTS

2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption

iCapital’s Lawrence Calcano points to continued innovation in tech and product development as key to making alts more hospitable for advisors.

WHITE PAPER

Survey Findings: How Independent Advisors are Weathering Industry Shifts

REGULATION & COMPLIANCE

2025 Outlook Q&A: Industry Regulation to Focus on Digital Assets

Carlo di Florio, president of the industry compliance consulting firm ACA Group, said SEC Chair Nominee Paul Atkins’ approach to digital assets “would be one of the most important legacies” he’ll leave should he be confirmed.

REAL ESTATE

2025 Outlook Q&A: Active Management Key to Higher CRE Returns

Richard Hill, the head of Cohen & Steers real estate strategy, talks about how financial advisors should tackle commercial real estate investment next year.

EQUITIES

Five Questions For Financial Markets Heading into 2025

From inflation to the fixed income tug of war to whether the market will continue to rely on the 'Magnificent 7' for performance.

PODCAST

The Diamond Podcast for Financial Advisors: An Advisor’s Guide to 2025

Mindy and Louis Diamond’s annual review is designed to provide guidance on the most impactful wealth management industry trends anticipated for 2025, including transitions, deals, compensation, private equity, the wirehouse recruiting race and more.

TECHNOLOGY

A Crypto Optimist’s Guide for 2025

Five technologies that will dictate the future of the industry beyond the Bitcoin hype.

COLLEGE PLANNING

What Colleges and Student Borrowers Can Expect in 2025

Donald Trump’s presidency could bring changes for federal debt and colleges across the country.

HIGH NET WORTH

Key 2025 Dates For Your Clients' Personal Finances

A guide to getting organized for the new year, no matter your income or wealth.

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