Wealthtech Survey - Is Your Firm Ready?

Wealthtech Survey - Is Your Firm Ready?

InvestmentNews

Orion’s 2024 Advisor Wealthtech Survey offers insights into technology adoption trends among fiduciary advisors. More than half of 542 respondents said they plan to amplify investments in client-facing technology in 2024, but just 9 percent believing their firms have provided all the tech solutions they need. Orion CEO Natalie Wolfsen highlighted a buoyant mood within the sector, noting that advisors are forecasting an average growth rate of 16 percent for the upcoming year.

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