Investor Brandscape: Challenges and Opportunities Among Investors in an Uncertain Market

What is in the webinar?


This 30-minute webinar offers highlights and insights from the Cogent Reports Investor Brandscape study.


Subject matter experts Meredith Lloyd Rice and Julia Johnston-Ketterer will review:  

  • Shifting dynamics among affluent investors as Gen X and Y become a growing force
  • Changes and trends in product use (mutual funds, ETFs and variable annuities)
  • Investors’ relationships with financial advisors
  • Key factors impacting brand equity and loyalty

Download the Webinar!