Where Orion’s research indicates increased tech usage equates to practice growth, Kitces’ shows that tech usage does not directly increase the number of clients an advisor works with. The Kitces findings highlight a lack of direct scale and systemization for advisors using their growing tech stacks. Advisors aren’t using technology to hyper-scale their businesses at the expense of high-touch, high-trust experiences. Orion’s analysis of a 2024 survey shows that advisors using their tools grew nearly 10% faster than those not using them. Future Proof Festival this month drew the entire ecosystem of asset management firms, advisors and wealth technology and service providers to one place.