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Instant Insights / Make the Most of 2021: Tips, Trends & Forecasts for Benefits & Retirement Pros

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smiling man at computer having a virtual meeting while looking at financial charts (Photo: Shutterstock)

This year has been full of surprises and has transformed business operations. In an industry where in-person interaction and client meetings are the norm, 2020 has brought digital communication changes that no financial advisor could have predicted.

With the end of the year approaching, it is customary for professionals to look at trends across their industries, assess the landscape, and decipher what to expect from the upcoming year. Trends were radically different this year. Nonetheless, we were still able to look at the data from large firms down to solo advisors to pick out a few trends.

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