Escalent
Escalent
Cogent Syndicated

Leveraging Cogent Syndicated’s long-standing relationship with financial advisors and the vast experience of C Space in managing communities of financial professionals, we’ve created an online community of financial advisors (comprising registered reps and RIAs) to provide clients with a more economical option than a proprietary community.

 

Utilizing this new shared community, we conducted our own activity to look at advisors current and future use of active ETFs. In this white paper, we share some of the top-level findings to demonstrate the power and value The Advisor Exchange delivers.

What's in the white paper?

  • Advisor adoption of active ETFs—familiarity and comfort level, adoption for retail clients, use across asset class and expectations for growth and innovation
  • Motivators and barriers to using ETFs and the road ahead—what advisors have to say in their own words