Bank on Wipfli · 2025-12-30 · 43 min
How will wealth management change in 2026? In this episode of Bank on Wipfli, join Wipfli’s Robert Zondag for a conversation with Diamond Consultants CEO Louis Diamond and Wipfli partner Ron Niemasyk about the evolving dynamics of the industry in areas like recruitment, tech and private equity partnerships - plus how wealth management advisory firms are adapting to keep up. Listen for a rundown on key trends that will shape wealth management over the next 12 months, including: Firms moving towards advisory-focused business models, including why tax and estate planning have become expected service offerings. Wealth advisors leaning heavily on technology to drive growth , including AI, CRM integration and a focus on operational efficiency. Private equity’s growing interest in the registered investment advisor (RIA) sector , what’s driving record 10-12x EBITDA valuations, and why long-term success can depend on capital decisions. Key recruiting and retention strategies , including a holistic approach that embraces flexibility, culture, technology and succession planning.
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