2025, Debt Management and Risk Tolerance - Financial Advisor Source

Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

JUNE 4, 2025

Below are top 5 finance industry trends in 2025 to look out for: 1. Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning. What they now want is guidance that is specific to their life, not generic advice.

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Transcript: Mike Freno, Barings Chairman and CEO

The Big Picture

JANUARY 27, 2025

There was a group called IDM, which was Institutional Debt Management that was purchased out of First Union Bank. It was really a CLO and loan manager. What is that sort of risk embracing, like how, how does that settle out? And, and what was interesting is, is Babson itself had been a series of acquisitions as well.

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Financial Advisor Source

Top Insights Driving Financial Planning Strategies in 2025

Transcript: Mike Freno, Barings Chairman and CEO

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