No matter what stage you find yourself in with your finances, there’s always room for improvement. And there’s never been a better time to get on track with your money than now.
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“The future of financial planning is a topic that’s really exciting to me, especially as we look ahead to 2025,” said Peter Murphy Lewis, finance expert and head of growth at WebStreet. “The financial ecosystem is evolving rapidly, and there are a few key trends that I believe will shape the way we approach financial planning in the coming years.”
Keep reading for five key financial trends to look for in 2025 and beyond.
Digital Transformation
According to Lewis, the financial planning landscape will be deeply intertwined with digital transformation by 2025.
“We’re not just talking about mobile apps and online banking anymore — those are already the norm. The real shift will come from AI and machine learning, which will enable hyper-personalized financial strategies tailored to individual needs,” he said.
These tools, he explained, will analyze vast amounts of data in real-time, offering insights that were previously only available to those with deep pockets. This means that the average investor will have access to sophisticated financial planning tools that were once out of reach.
“My advice is to embrace these technologies wholeheartedly,” Lewis added. “Start incorporating AI-driven financial tools into your planning now, and you’ll be well ahead of the curve by the time 2025 rolls around. Remember, technology isn’t here to replace human advisors, but to augment their capabilities, making financial planning more precise and accessible.”
Justin Godur, finance advisor and founder of Capital Max, highlighted the same. “One of the key trends I anticipate is the increased integration of AI-driven tools in financial planning.”
These tools, he said, will not only streamline the process of budgeting, investing and forecasting, but will also offer hyper-personalized advice tailored to an individual’s spending habits, financial goals and risk tolerance.
“The days of generic financial advice are…
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