Take this survey to help us predict the future of wealth management

What will 2024 be like for the wealth management industry? We don't have a crystal ball, but we have you, our readers — and we need your help.

Every year Arizent, Financial Planning's parent company, surveys hundreds of financial advisors across the country for a research report we call "Predictions." We ask these planners what they expect in every aspect of their work — from tech upgrades to client acquisition to investing trends — as well as the outside forces shaping their industry — from regulation to M&A to the state of the U.S. economy.

The final product is a comprehensive forecast for 2024, offering valuable insights on which wealth managers can base their strategies for the coming year. Last year's report, for example, predicted "change but not revolution" at financial firms as they cope with continuing economic headwinds — not too far off from how things turned out in 2023. 

But we can't do all this without your help. To take the survey for "2024 Predictions," click here. 

As a reward for your participation, you'll receive your choice of either a $10 Amazon gift card or a $10 donation to the World Central Kitchen, a nonprofit that provides services in Ukraine and other areas facing humanitarian crises.

And to read "2024 Predictions," stay tuned to Financial Planning. We'll be publishing the report on our site in early January, just as the new year begins.