In a year brimming with uncertainties, one thing remains clear: the unwavering determination of financial advisors to surpass expectations and drive unprecedented growth. Orion's second annual WealthTech Survey, unveiled at the 2024 Ascent Conference, provides a lens into the strategies, technologies, and innovations propelling advisors into a new era of success. 

Key Highlights 

• Future-Proof Your Practice: Learn why 52% of advisors are ramping up their investment in client-facing tech to deliver personalized, customized experiences. 

• Strategic Technology Investments: Discover the tech advancements deemed essential for navigating today's challenges and unlocking tomorrow's opportunities. 

• The Power of AI: Uncover how 38% of advisors anticipate AI and machine learning will disrupt the wealth management industry, and how you can leverage these technologies for growth. 

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