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.