The Globe and Mail Published December 24, 2020 Bookmark Please log in to listen to this story. Also available in French and Mandarin. Log In Create Free Account
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The financial services industry was already facing disruption from various directions prior to the arrival of COVID-19, but the pandemic presented novel challenges and opened the door to even more significant changes.
From more diverse and inclusive advisory teams, to new rules affecting many financial professionals, to even greater adoption of technology among both advisors and their firms, to an increasing shift toward advisor independence and greater levels of stress among advisors, these themes are likely to persist well into 2021 and beyond.
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