How will wealth management change in 2026?

How will wealth management change in 2026?

From Bank on Wipfli by Wipfli

December 30, 2025 · 43 min

About this episode

The episode discusses the future of wealth management and key trends shaping the industry.

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 to...

People in this episode

Host: Robert Zondag

Guests: Louis Diamond, Ron Niemasyk

Topics covered

  • wealth management
  • industry trends
  • recruitment
  • technology
  • private equity partnerships

Keywords

  • wealth management
  • 2026
  • industry dynamics
  • recruitment
  • technology
  • private equity

Mentioned in this episode

Organizations: Diamond Consultants, Wipfli

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