Fred Orentlich: The State of the Financial Advisory Industry in 2025
The financial advisory industry is undergoing transformative changes in 2025, driven by rapid technological advancements, evolving client expectations, and increased regulatory scrutiny. Fred Orentlich of Senior Financial Services , a seasoned financial advisor and thought leader, offers his insights on the shifting landscape and what it means for both professionals and clients. The Tech-Driven Evolution Technology continues to be a dominant force reshaping the financial advisory industry. Artificial intelligence (AI) and machine learning are no longer emerging technologies but essential tools. Advisors now leverage AI-driven analytics to provide personalized financial strategies with unprecedented precision. “Automation has streamlined traditional processes,” says Orentlich . “Tasks like portfolio rebalancing, risk assessment, and tax optimization are now managed more efficiently, giving advisors more time to focus on building client relationships...