FA Whitepapers

Whitepapers Archive  |  Market and Economic Outlook

January 2021   


The Next Normal: Embracing Innovation for Financial Advisors

It’s no secret that COVID-19 has upended and drastically changed our lives forever. Orders to stay home and stay safe have expedited the transformation of digitally enabled relationships and technological advances at an unprecedented pace. This pandemic also has created a nearly immediate acceptance of a virtual working environment – one that will stay with us in some form long after the pandemic passes.

This is true for financial advisors, as well.