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WealthTech, Retirement And Investing Predictions For 2025 And Beyond


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Published in Stocks and Investing on by Forbes   Print publication without navigation

I expect the industry to raise more awareness of the different ways to access alternatives in an investment portfolio.

The article from Forbes Finance Council, published on April 24, 2025, discusses various predictions and trends in wealthtech, retirement, and investing for 2025 and beyond. Key points include the rise of personalized financial planning through AI and machine learning, the increasing importance of sustainable and ESG investing, and the growing trend of fractional investing allowing more people to invest in high-value assets. The article also highlights the shift towards more holistic retirement planning that considers health and lifestyle, the potential impact of regulatory changes on the financial industry, and the continued growth of robo-advisors and digital platforms that democratize access to financial advice. Additionally, experts predict an increase in financial education and literacy initiatives, the integration of blockchain and cryptocurrencies into mainstream investment portfolios, and the need for financial services to adapt to a multi-generational clientele with diverse needs and preferences.

Read the Full Forbes Article at:
[ https://www.forbes.com/councils/forbesfinancecouncil/2025/04/24/wealthtech-retirement-and-investing-predictions-for-2025-and-beyond/ ]

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