02.05.25

Advisors Planning To Increase Technology and AI Usage and Spend

by: PlanAdviser

Advisors will continue to use and implement AI-powered tools and invest in technology this year, according to the results of Orion’s annual Advisor Wealthtech Survey. Nearly seven in 10 advisors currently use AI-powered tools, and 43% of those plan to increase their AI investments in 2025, according the survey of 585 advisors. Meanwhile, 54% of advisors plan to increase their investment in technology in 2025, by an average of 19%.

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