The Future of HNW Success: 2025 Investment and Planning Trends

As wealth continues to concentrate among high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, wealth managers are pivoting their focus accordingly. Research from Cerulli Associates and others shows that even advisors traditionally serving mass-affluent clients are making this shift, attracted by higher margins and accelerated asset growth despite the challenges of elevated service expectations and concentration risk.

Success in this evolving marketplace requires adapting to changes driven by major events like the Great Recession and COVID-19 pandemic. Getting it right unlocks significant growth opportunities, while missteps can alienate clients across all wealth segments.

Join our expert panel to gain actionable insights into how the HNW and UHNW markets are evolving and what it means for your practice. You'll learn strategies to meet elevated client expectations, maximize margins, expand your asset base efficiently, and mitigate risks associated with a concentrated client portfolio.

By attending this webcast, you'll discover:

• The critical shifts shaping the HNW and UHNW marketplaces today

• Best practices for integrating cutting-edge client-service technology

• Approaches to optimizing portfolio management and tax strategies for wealthy clients

• Innovative estate and legacy planning techniques tailored to HNW and UHNW individuals

Featured Speakers:

Tom Wilson, CFA | Head of Wealth Advisory, Executive Vice President| Orion

Thomas Wilson is a financial advisor based in Berwyn, Pennsylvania, working with Orion Portfolio Solutions, LLC. Thomas has previously held positions at Brinker Capital and Orion Portfolio Solutions. Thomas has passed the Series 63 regulatory exam and is registered to provide services in Nebraska.

Currently, Thomas is part of Orion Portfolio Solutions, LLC, which operates out of Berwyn, Pennsylvania. The firm has 1 office and 404 employees. The firm manages assets totaling $53.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services.

Shannon Spotswood | CEO | RFG Advisory

Shannon is a 25+ year industry veteran in financial services with an outstanding reputation built on leadership roles in professional management, investment banking, hedge fund management and business development. Joining RFG Advisory in 2015, Shannon recognized the opportunity to combine her entrepreneurial experience with her passion to build an innovative, advisor-focused RIA of the future.

As CEO of RFG Advisory, a fully integrated platform designed for independent Financial Advisors, Shannon oversees the implementation of strategic initiatives contributing to advisor success.

A dynamic thought leader, Shannon is a sought-after speaker on operational excellence, technology, and mentoring the next generation of talent. She also hosts RFG’s Disruption Blueprint podcast.

Shannon’s career began in San Francisco, where she distinguished herself as an Investment Banker, Hedge Fund Portfolio Manager, and Entrepreneur.

Dr. Ross Riskin | Chief Learning Officer| RFG Advisory

In his role at the IWI, Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax is responsible for developing and executing the learning strategy for the institute. This includes overseeing the delivery of educational programming through the institute's three certification programs, all online education offerings, and is heavily involved in program development for all institute delivered conferences.

In addition, he is involved in forming strategic partnerships with educational content providers to ensure IWI is the go-to-resource for practical industry knowledge that is delivered using the most innovative methods and universal design best practices.

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