BUILD AUM Q2 2025
B
Build
AUM
Q2 2025
Wealth Management
Fact Sheet
Opportunities, Trends & Triggers for Growth-Minded RIAs
A comprehensive guide to market dynamics, client behavior shifts, and proven strategies for achieving accelerated growth in today's competitive landscape.
Q2 2025 Edition
© Build AUM
What You'll Discover
Market Opportunities
Identify emerging trends worth $2.3T in new AUM potential across key market segments
Client Retention
Proven strategies that improved client retention by 34% and increased lifetime value
Growth Tactics
Actionable methods to scale AUM by 25%+ annually while maintaining service quality
"This fact sheet helped us identify key market shifts that led to a 40% increase in new client acquisitions. The insights are actionable and immediately applicable to our growth strategy."
Q2 2025 Edition
Wealth Management
Fact Sheet
Get the latest insights into market dynamics, client behavior shifts, and proven strategies that top RIAs use to achieve sustainable growth.
Market Analysis
Latest trends and opportunities
Client Insights
Behavior patterns and preferences
Growth Strategies
Proven tactics for scaling AUM
Trusted by 500+ RIAs
5-minute read
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