The COVID-19 pandemic has made for a tumultuous 2020. From Wall Street to Main Street, broker-dealers, RIAs and financial advisors deserve a lot of credit for responding so nimbly to the crisis. Advisors and their firms showed they're able to both service clients and grow their businesses during this challenging time. As we turn the page on 2020 and begin to focus on 2021, here are some predictions on what the industry is likely to see next year.
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Year-end 2024 Tax Topics Checklist