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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