Trends On The Advisor Landscape
Recorded On: 09/18/2018
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Financial advisors are inundated with choices among asset managers, making it critical to capture advisors' attention and leave a lasting impression. This webinar will provide insightful guidance for asset managers to strengthen their advisor partnerships.
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. 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.