In spite of progress made since 1979, the gender pay gap has leveled off since the early 2000s.

Clients of robo-advisors are less concerned with service, while clients of human advisors "are held to a higher standard," says Dalbar's Cory Clark.

Eighty percent of companies now report on sustainability, compared with only 12 percent in 1993.

Some of these planning opportunities, intended to help people cope with the pandemic, won't be around in 2021.