2020 was a difficult year for retirement and wealth adviser firms and their clients. Covid-19 was both a health-based and a financial-based emergency.
Adviser firms themselves had to adapt to working
from home-based offices and were unable to see
clients face to face.
Now, more than a year on from the initial lockdown, we asked advisers on our Adviser Exchange Sounding Board how they feel about the future of the market and the outlook for their business in particular.