Trends in the Advisor Landscape 2021

Date: Wednesday, July 28, 2021

Time: 2:00 PM EST

Cogent Syndicated’s Meredith Lloyd Rice will present findings from the 2021 Advisor Brandscape report, sharing the latest insight into the current advisor landscape. Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors. Join Cogent for up-to-the-minute thought leadership on advisor preferences and insightful guidance on how to strengthen partnerships.

Learning  Objectives:

  • Understanding advisors’ current outlook and leading concerns
  • Identifying trends in product use and asset class allocations
  • Assessing current and anticipated reliance on model portfolios
  • Exploring the impact of COVID-19 on remote work and increased reliance on digital communication
  • Examining the impact of virtual wholesaler interactions and what’s working/what’s not

This webinar is will be hosted through Nicsa. Please click here to register.

 

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