Research Report Summary

2021 Financial Advisor Outlook

Key Trends and Factors for U.S. Financial Advisors

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.

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