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The 2025 Wealth Executive Forum Report provides a candid, data-driven snapshot of the trust and wealth management industry. Based on polling and discussion with industry executives, the report highlights where organizations are thriving, where capacity is being stretched, and where risk and opportunity are converging.
While client demand remains strong, the findings reveal growing misalignment between expectations and infrastructure. Staffing models, technology adoption, business development structures, and fee discipline are emerging as critical pressure points that will shape performance in 2026 and beyond.
