Wipfli＆amp160；：2025年美国财富管理行业状况研究报告（英文版）

In Wipfli’s second annual wealth management industry survey, 109 executives — including portfolio managers, managing partners and C-suite leaders — weighed in on the state of their industry, how technology is changing and how they approach their work. The wealth management leaders we surveyed are optimistic about the next 12 months, with virtually all respondents (91%) expecting their firms to grow 5% or more. Over a third (36%) project revenue growth of 8%-10%, and 8% project growth higher t