To capture current trends and key factors influencing financial advisor decision making in 2021, Discovery Data conducted a survey to advisors and summarized its findings in our Financial Advisor Outlook research report.

Points of Discovery:

• Product Adoption | Advisors expressed their likelihood to adopt new investment and technology products.
• Workplace | Most advisors anticipate a complete return to normal business practices within the next 6 to 12 months.
• Recruiting | Advisors shared what would motivate them to change firms. Results varied based on tenure.