Orion’s 2025 Advisor & Investor Survey Insights Released

Orion’s latest Advisor Wealthtech and Investor Surveys, conducted in partnership with Logica Research, was released earlier this month. It is the third wave of the Wealthtech Survey and the inaugural Investor Survey for the company. The results highlight a strong shift toward technology investments and the growing importance of personalized services as financial advisors work to strengthen client relationships and drive growth in 2025. The study has been covered in the press by Yahoo! Finance, WealthManagement.com, CEO World magazine, Wealth Solutions Report, and more.

High Satisfaction Levels Among Investors, But Generational Gaps Persist

Orion’s 2025 Advisor and Investor Surveys reveal high satisfaction among clients, with 95% of investors expressing contentment with their advisors, and 63% reporting being very satisfied, as covered by Yahoo! Finance. The insights show that the generational group of Boomers (age 61-79) report the highest satisfaction with their advisors, with 70% stating they are very satisfied. This contrasts with Millennials, who are the least satisfied group, with only 55% expressing high satisfaction. 

Large Inheritances Can Drive Advisor Switch

Despite high satisfaction levels from most groups, some investors, particularly those Millennials, indicate they would consider switching advisors if they received a substantial inheritance—highlighting the importance of maintaining strong, proactive relationships. According to a WealthManagement.com article on the studies, there is a significant trend regarding large inheritances: 24% of respondents would be very to extremely likely to switch advisors if they received an inheritance over $1 million. This tendency is less pronounced for inheritances between $500,000 and $1 million, but still notable, with 18% very or extremely likely to change advisors.

Many are Looking for Tech-Driven Engagement

CEO World magazine shares that Orion’s studies show significant preferences in how investors engage with their advisors, particularly with respect to technology. Millennials, more than other generations, prioritize tech-enabled communication, with 46% preferring digital channels like email or video calls. Furthermore, Millennials express a strong interest in robo-advice tools, with 21% desiring such services compared to just 6% of Boomers. This underscores the growing importance for financial advisors to integrate modern communication and tech tools to meet the evolving expectations of younger investors.

Advisors Boost Tech Investments to Meet Growing Demand

And companies are responding to the desire for tech-enablement. According to coverage of Orion’s Advisor and Investor Surveys in the Wealth Solutions Report, more than 50% of advisors are increasing their investments in client-facing technology to better meet the demands of today’s investors. There is a clear trend toward integrating advanced technology solutions, including AI-powered tools and improved tech workflows, to enhance client experiences and drive growth. In fact, 54% of advisors are planning to boost their technology investments by an average of 19% in 2025 (up 48% year over year), underscoring the growing importance of tech in financial services.

To learn more about Orion’s Advisor Wealthtech and Investor Surveys, read the articles in Yahoo! Finance, WealthManagement.com, CEO World magazine, Wealth Solutions Report—or reach out to us directly!