Escalent’s Trends in Alternative Investments™ report from Cogent Syndicated reveals affluent investors increasingly lean on financial advisors for guidance as market uncertainty and knowledge gaps lead to a shift away from platform-based access
New findings from Cogent Syndicated reveal inheritors' growing preference for integrated advice as average anticipated inheritances double to $1 million
Data from Trajectory of Intergenerational Wealth Transfer™ report uncovers significant gap in estate planning, opportunity for asset managers ahead of historic wealth transfer