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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
December 26, 2024
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

As the last few days of the year tick by, it's clear that the only constant for wealthtech in 2025 will be change.

Advancements in AI, helping advisors cater to DIY investors and providing access to alternative assets and private markets are some of the trends coming next year.

For some perspective, I spoke with 10 experts about what they feel will be some of the most important themes in wealthtech in 2025.

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Happy Holidays! Talk to you next Thursday!

 
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Advancements in AI, helping advisors cater to DIY investors and providing access to alternative assets and private markets are some of the trends coming next year.
 
 
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