Wealth Planning Trends 2025: Super Bowl, Asset Values and 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 designed to empower financial professionals to stand out from the competition by delivering value that transcends traditional asset allocation and portfolio management.

During this presentation, we explore strategies to help grow your practice and assist clients with tax, estate, and retirement planning. Key topics include:

• Investor Insights: Key findings from our annual survey revealing investor concerns, portfolio positioning, cash trends, and fraud risks.

• Income Tax Changes: Overview of likely changes in the Tax Cuts and Jobs Act, focusing on how they may affect tax scenarios for clients.

• Wealth Transfer Strategies: Exploring the advisor's role in setting clear wealth transfer goals and ensuring effective client communication.

• Behavioral Coaching: Insights into investor behaviors during market downturns and strategies for educational support across diverse client bases.

• Retirement Income: Discussion on recent policy updates for retirement planning, highlighting new strategies for client advisement.