{"id":23125,"date":"2025-02-04T18:58:06","date_gmt":"2025-02-04T18:58:06","guid":{"rendered":"http:\/\/www.thinkadvisor.com\/2025\/02\/04\/how-to-scale-financial-planning-without-compromising-efficiency\/"},"modified":"2025-02-04T18:58:06","modified_gmt":"2025-02-04T18:58:06","slug":"2025-advisor-wealthtech-survey-results-key-takeaways","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2025\/02\/04\/2025-advisor-wealthtech-survey-results-key-takeaways\/","title":{"rendered":"2025 Advisor Wealthtech Survey Results: Key Takeaways"},"content":{"rendered":"<p><b>Editorial Webcast Sponsored by:<\/b> eMoney<\/p>\n<p><b>Sponsored by: <\/b><\/p>\n<figure id=\"figure_00000193-8e3a-d8f2-a793-ee3ea81f0000\" align=\"alignnone\"><img decoding=\"async\" id=\"00000193-8e3a-d8f2-a793-ee3ea81f0000\" class=\"alignnone\" src=\"https:\/\/k2-prod-alm.s3.us-east-1.amazonaws.com\/brightspot\/ef\/8d\/542b300f4f6699c190af3ae57079\/orion-logo-2.png\"><figcaption><\/figcaption><\/figure>\n<p>The results of Orion\u2019s 2025 Wealthtech Survey are in, revealing both significant opportunities and pressing challenges for financial advisors. This year\u2019s research highlights advisors\u2019 top pain points, areas of investment, and how the evolving demands of end-investors are reshaping the industry.<\/p>\n<p>For the first time, the survey delves into the investor\u2019s perspective, uncovering how clients increasingly expect personalized services that go beyond traditional investment advice. Advisors are being called upon to deliver comprehensive financial planning, retirement strategies, trust and estate services, tax solutions, and more \u2014 all integrated into a cohesive financial picture.<\/p>\n<p>While these demands may feel daunting, the good news is that emerging technologies and innovative strategies are enabling advisors to thrive in this dynamic environment.<\/p>\n<p><b>By attending this webcast, you will learn:<\/b><\/p>\n<ul class=\"rte2-style-ul\" id=\"rte-ecd363f0-e320-11ef-b7c6-dd6615836ccc\">\n<li>&#8211; The top challenges and opportunities facing financial advisors in 2025<\/li>\n<li>&#8211; Key drivers and roadblocks impacting technology adoption&nbsp;<\/li>\n<li>&#8211; How end-investors are redefining expectations and what they demand from advisors today<\/li>\n<li>&#8211; Strategies and tools that can help advisors deliver personalized, multi-dimensional financial services<\/li>\n<li>&#8211; Insights on leveraging new technologies to streamline operations and enhance client relationships<\/li>\n<li>&#8211; Key trends that are reshaping the advisor-client dynamic and driving the future of wealthtech<\/li>\n<\/ul>\n<p><b>&nbsp;<\/b><\/p>\n<p><b>Featured Speakers TBA<\/b><\/p>\n<p><i>Can&#8217;t attend?&nbsp;Register to view the on-demand webcast.&nbsp;<\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Editorial Webcast Sponsored by: eMoney Sponsored by: The results of Orion\u2019s 2025 Wealthtech Survey are in, revealing both significant opportunities and pressing challenges for financial advisors. This year\u2019s research highlights advisors\u2019 top pain points,&#46;&#46;&#46;<\/p>\n","protected":false},"author":1,"featured_media":23126,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[1],"jetpack_featured_media_url":"https:\/\/blog.lifeinsurance-orleans.ca\/wp-content\/uploads\/2025\/02\/2025-advisor-wealthtech-survey-results-key-takeaways.png","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/23125"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=23125"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/23125\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media\/23126"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=23125"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=23125"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=23125"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}