Insights: 2020 Year in Review

How will changes to the industry in 2020 impact the year ahead?

Discovery Data has compiled its 2020 Year in Review, capturing the state of the industry as 2020 came to a close and looking at current trends and insights to see how they will impact the year ahead. Topics include:

Financial Services
  • Top independent retail RIA firms
  • Channels successfully recruiting
  • First rep decrease since 2008
  • Workplace impact
  • Key factors influencing financial advisor decision making in 2021
  • Opportunities for distribution and recruiting
  • Most prominent license types

Complete the form below to see our 2020 Year in Review.

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