Trends in the Advisor Landscape 2022

Recorded On: 09/21/2022

Join Cogent Syndicated to hear the latest insight into trends in the advisor landscape. Asset managers and distributors are invited to learn how to strengthen engagement with advisors amid an unsettled economic and market environment. This webinar will identify current advisor concerns and strategies to offer support as advisors seek to reassure their clients of the benefits of investing over the long-term.

Learning Objectives:

  • Understand advisor and investor sentiment and concerns
  • Identify which products and asset classes are positioned for growth
  • Assess barriers to widespread model portfolio adoption
  • Explore sources of information and examples of most valuable content from best-in-class providers
  • Uncover the optimal mix of marketing touches to boost consideration
  • Understand shifts in communication methods used to interact with wholesalers and effectiveness of in-person vs. virtual interactions

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

This program is 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 

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Jed Larsen at

Meredith Lloyd Rice

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 years experience managing research initiatives in the wealth management industry and has explored a wide range of business issues working on the client and supplier side. Prior 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.


Recorded 09/21/2022
Recorded 09/21/2022
11 Questions
11 Questions Post webinar survey