Firms can “stay fit” by leveraging brand value and culture, personalizing products, harnessing data and smartly navigating regulation.

The past year has been one of uncertainty and volatility — but also of growth. 2025 will again push firms to evolve in response to changing market, client and staff expectations. Many of the top 10 resolutions from last year hold strong, but we have adjusted our thinking to reflect what the industry achieved in 2024, what has changed, and what needs to be prioritized (or deprioritized) to “stay fit” in the year ahead.