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New Insights on Advisor Trends
2022 Trends in the Advisor Landscape
A new report from Cogent Syndicated highlights the critical role of Trust & Guidance from asset managers as the primary factor influencing consideration among financial advisors.
Advisor Use of Model Portfolios and SMAs™ report by Cogent Syndicated highlights importance of customization, value for advisors serving high-net-worth clients
A new report from Cogent Syndicated shows fee-conscious advisors are increasingly turning to Exchange-Traded Funds and decreasing their allocations to mutual funds.
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