2025 Advisor Wealthtech Survey Results: Key Takeaways

Editorial Webcast Sponsored by: Orion

Sponsored by:

The results of Orion’s 2025 Wealthtech Survey are in, revealing both significant opportunities and pressing challenges for financial advisors. This year’s research highlights advisors’ top pain points, areas of investment, and how the evolving demands of end-investors are reshaping the industry.

For the first time, the survey delves into the investor’s 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 — all integrated into a cohesive financial picture.

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.

By attending this webcast, you will learn:

• - The top challenges and opportunities facing financial advisors in 2025
• - Key drivers and roadblocks impacting technology adoption 
• - How end-investors are redefining expectations and what they demand from advisors today
• - Strategies and tools that can help advisors deliver personalized, multi-dimensional financial services
• - Insights on leveraging new technologies to streamline operations and enhance client relationships
• - Key trends that are reshaping the advisor-client dynamic and driving the future of wealthtech

Featured Speakers

Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor

Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.

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