As 2021 draws near, we review the biggest headlines of 2020. From public health news and the impact of the pandemic on financial markets to the embracing of remote work and virtual meetings, this has been a time like no other. The following record highlights many of the most dramatic developmentsaffecting the economy, portfolio products, retirement and financial planning, advisory firms, theregulatory landscape and other topics over the past 12 months. Though not exhaustive by anymeans (given the flood of news in 2020), this revealing compilation spotlights the intense levelof change and the remarkable history we’ve experienced in this truly unforgettable year.
It includes updates on industry VIPs like Noreen Beaman, Ron Carson, Eric Clarke, DaniFava, Michael Kitces, Tom Nally, Skip Schweiss and Mark Tibergien. The 2020 wrap-up alsofeatures reports on Charles Schwab, Envestnet, Fidelity, Morgan Stanley, TD Ameritrade,Vanguard and a host of other firms.