Editorial Webcast Sponsored by: Orion
Sponsored by:
The outcomes of Orion’s 2025 Wealthtech Survey are in, revealing each vital alternatives and urgent challenges for monetary advisors. This yr’s analysis highlights advisors’ prime ache factors, areas of funding, and the way the evolving calls for of end-investors are reshaping the trade.
For the primary time, the survey delves into the investor’s perspective, uncovering how purchasers more and more anticipate personalised companies that transcend conventional funding recommendation. Advisors are being known as upon to ship complete monetary planning, retirement methods, belief and property companies, tax options, and extra — all built-in right into a cohesive monetary image.
Whereas these calls for could really feel daunting, the excellent news is that rising applied sciences and progressive methods are enabling advisors to thrive on this dynamic surroundings.
By attending this webcast, you’ll be taught:
- – The highest challenges and alternatives dealing with monetary advisors in 2025
- – Key drivers and roadblocks impacting know-how adoption
- – How end-investors are redefining expectations and what they demand from advisors at present
- – Methods and instruments that may assist advisors ship personalised, multi-dimensional monetary companies
- – Insights on leveraging new applied sciences to streamline operations and improve consumer relationships
- – Key developments which are reshaping the advisor-client dynamic and driving the way forward for wealthtech
Featured Audio system TBA
Cannot attend? Register to view the on-demand webcast.
