Trends in the Advisor Landscape 2021

Recorded On: 07/28/2021

Get the latest insight into the 2021 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:

  • Understanding advisors’ current outlook and leading concerns
  • Identifying trends in product use and asset class allocations
  • Assessing current and anticipated reliance on model portfolios
  • Exploring the impact of COVID-19 on remote work and increased reliance on digital communication
  • Examining the impact of virtual wholesaler interactions and what’s working/what’s not

Who Should Attend: Product, Marketing, Distribution, especially those with a focus on the Financial Advisor audience

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.She has close to 20 yearsexperience managing research initiatives in the wealth management industry and has explored a wide range of business issues working on the client and supplier side.Prioring to joining Escalent, Meredith worked for Chatham Partners, State Street, Charles Schwab and Synovate (now Ipsos).She holds an MBA with an emphasis on marketing and consulting from Thunderbird School of Global Management and a bachelor’s degree from Colgate University.


07/28/2021 at 2:00 PM (EDT)   |  60 minutes
07/28/2021 at 2:00 PM (EDT)   |  60 minutes
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1.00 CPE Credits credit  |  Certificate available
1.00 CPE Credits credit  |  Certificate available