Are Financial Services Ready for 2025?

As 2024 winds down, the Exchange team is full of gratitude for our sponsors and for the financial advisor community that will be in Las Vegas in March for the 2025 financial services conference. 

“It’s been a record year for the ETF industry on multiple level,” said VettaFi Head of Research Todd Rosebluth. “I can’t wait to celebrate in person with my industry friends and ETF-centric advisors in Vegas at the end of the first quarter. The Exchange conference is where the community comes together.”

A Banner Year for Financial Services

2024 is nearly in the books, and it saw explosive growth despite uncertainty and headwinds. Though much of the growth was concentrated, the markets were surprisingly robust. New and innovative products gave investors a broad set of unique tools to deploy. Accordingly, opportunity abounded for savvy investors.

ETFs hit record flows and active management — particularly in fixed income — truly came into its own as market conditions played to its strengths. 

Challenges Ahead

The coming year will feature a new administration with controversial policy goals, geopolitical tension, and an uncertain rate environment. It will be an environment in which investors need to go beyond simply doing the basics and truly absorb how thought leaders, experts, and industry voices are approaching these unique times. Accordingly, the Exchange conference will host the experts investors need to hear from.

With luminaries such as Dr. David Kelly and Jennifer Morgan speaking, as well as retirement expert Anne Lester and Shaping Wealth’s Neil Bage and Brian Portnoy, advisors will have an opportunity to prepare for 2025 with guidance from top minds in the industry.

Exchange Wishes the Financial Services Community a Happy Holiday Season

As you plan and prepare for the year to come, the Exchange team wishes the financial services community a joyful holiday. 2024 was a unique year, fraught with unexpected challenges and resplendent with opportunities. As we prepare for 2025, we look forward to helping advisors meet them head-on.

Register for Exchange here.

For more news, information, and analysis, visit VettaFi | ETF Trends.