Wealth Management, Financial Services, Cogent Syndicated Research, Financial Advisor Research, Syndicated Reports
New Insights on Advisor Trends
2022 Trends in the Advisor Landscape
New Escalent data reveals the number of "technical" advisors has dropped to 36% as professionals focus on client acquisition
Amid market volatility, advisors are opting for active strategies and looking to providers for expertise, according to the latest Advisor Brandscape® report
A new report by Cogent Syndicated suggests broader adoption of model portfolios may hinge on amplifying advantages highlighted by current users.
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