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Orion Zooms in on Advisor Survey Insights at Ascent Event
By
Janet Levaux
News February 25, 2026 at 03:24 PM
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What You Need To Know
- The firm's clients grew organic assets at a rate that was about 40% higher than that of non-Orion advisors.
- They also use 10% more of their tech stack than their peers.
- And 55% say that AI and automation will have the greatest impact on firm success in 2026 and beyond.
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