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Advisors Remain Cautiously Optimistic for 2021
- by: Hank Berkowitz
- February 3, 2021
No CommentsReasons for optimism may surprise you Preliminary results of our 5th annual CPA/Wealth Advisor Confidence Survey™ show the vast majority of U.S. financial advisory firms (92%) expect to grow in 2021. In fact, nearly two in five (39%) are expecting to grow by double digits or more this year—comparable to pre-COVID levels. While more