The Advisor Landscape: 2020 and Beyond

Recorded On: 07/29/2020

Get the latest insight into the 2020 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:

·       Current trends in model portfolios

·       Technical (investment-focused) vs. non-technical (client-focused) advisors

·       Trends in products and asset classes

·      Strategies for effective advisor engagement 

Who Should Attend: Marketing, Communications, Product & Distribution professionals

Sponsored By:


NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

CPEs Earned: 1
CPE Field of Study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group-Internet Based
Advanced Preparation: None

Due to this program being offered free of charge, there will be no refunds issued.

Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

Meredith Lloyd Rice (Moderator)

Vice President, Cogent Syndicated, a division of Escalent

Meredith leads the firm’s syndicated research and evidence-based consulting focused on the financial advisor market and is the lead author of the Advisor Brandscape® report. Meredith has been with Cogent Syndicated (now part of Escalent) for more than 12 years. She has a total of 20 years’ experience managing research initiatives in the wealth management industry on both the client and supplier side. Prior to joining Escalent, Meredith worked for Chatham Partners, State Street, Charles Schwab and Synovate (now Ipsos).  Her opinion is sought in industry publications including Ignites, FundFire, Investment News, RIA Biz, Barron’s, and Financial Advisor. 


07/29/2020 at 2:00 PM (EDT)   |  60 minutes
07/29/2020 at 2:00 PM (EDT)   |  60 minutes