Wealth Management, Financial Services, Cogent Syndicated Research, Financial Advisor Research, Syndicated Reports
New Insights on Advisor Trends
2022 Trends in the Advisor Landscape
Escalent’s 2026 Advisor Brandscape® highlights notable shifts in portfolio construction, product use and investment allocation driven by younger advisors
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 Escalent data reveals the number of "technical" advisors has dropped to 36% as professionals focus on client acquisition
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