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.
· 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
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.