Wealth Planning Trends
The Super Bowl, Asset Values, and the Silver Tsunami
In today's rapidly evolving financial landscape, staying ahead of shifting trends, legislation, and client needs is paramount for advisors seeking to provide unparalleled service and guidance. With this in mind, our Wealth Strategists have curated a series of insights in Wealth Planning Trends 2025 designed to empower financial professionals to stand out from the competition by delivering value that transcends traditional asset allocation and portfolio management.
Leverage Wealth Planning Trends 2025 for ideas and strategies to grow your practice and help your clients with tax, estate, and retirement planning.
Key learnings from our Investor Survey
Insight and implications on how the macro environment is shaping investor attitudes and behaviors, including the presidential election, active vs. passive management, and preferences when interacting with a financial advisor.
Protecting clients from financial exploitation
- Help your clients assess and take steps to protect themselves and their assets from financial exploitation
- Leverage free, public tools provided by Wayne State University to assess clients’ risk of being financially exploited
Important tax law and estate planning updates
Stay up to date on scheduled changes to Required Minimum Distributions (RMDs), qualified charitable distributions, estate and gift tax planning, and ideas for how you can address these changes within clients’ plans.
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Jeffrey Brooks, JD
Senior Wealth Strategist
Ben Rizzuto
Wealth Strategist
Request your copy
Jeffrey Brooks, JD
Senior Wealth Strategist
Ben Rizzuto
Wealth Strategist