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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