Rather than just signing on the dotted line of their firm’s succession plan, next-gen inheritors (and their senior partners) are exploring their options in a more evolved industry landscape.

Trends that emerged in 2020—adapting to client needs, advancing diversity and inclusion and answering the growing demand for financial advice among first-time investors—are here to stay.

With consumer advocates calling for the SEC to use new rule-making to change Reg BI, the advocacy organization will urge the commission to stick with the rule in the year to come.

The 15-member Commission on Sanctions and Fitness will also look to revise the standards for those who are hoping for CFP certification.

Intentional learning isn’t some new touchy-feely leadership fad.

Today, roughly 1 in 5 adults aged 65 and older remain on the job, according to the Bureau of Labor Statistics. In the mid 1980s, the ratio was closer to 1 in 10.