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.
• Major recruiting red flags, like compensation changes, limited growth support and a lack of integration into the team.

Is your financial institution doing all it can to build and maintain strong, long-term ties with key customer groups? Her Bank tailored specific experiences to reach women customers who lacked a strong banking relationship.

Discover what’s behind launching a niche brand:

• How Her Bank was born during the pandemic to meet the unmet needs of women who lacked strong banking relationships and faced financial uncertainty.
• Why authentic conversations — not just data — are key to understanding customer pain points and building trust across diverse demographics.
• Why success is measured not just in growth, but in integrity, intention and the ability to improve lives.

Insurance companies face significant challenges in keeping up with changes in statutory requirements amid intensifying workforce pressures. Learn about key evolving issues affecting your filings:

• The growing talent gap in statutory accounting, driven by retirements and limited new entrants to the field
• The role of technology in streamlining workflows, improving collaboration and delivering contextual guidance for complex filings
• Why successful filings require more than software — how support and education are critical to reducing stress and improving outcomes

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