Following one of the worst years in the market, the collapse of FTX and several banks, and the persistent fear of an economic downturn, advisors continue to feel uneasy, with many worrying that economic conditions will worsen. Knowing how advisors are thinking and feeling and the impact that has on how they build and maintain their books of business is of paramount importance as asset managers make forward-thinking strategic decisions.


This first-of-its-kind webinar with Cogent Syndicated and Javelin Strategy & Research lets you hear from our top advisor experts. Meredith Lloyd Rice, VP at Cogent, and William Trout, Director at Javelin, discuss recent findings from the 2023 Advisor Brandscape report and the implications these new advisor trends will have on the market.

Watch the replay to:

  • Understand current advisor and investor sentiment and shifts in concerns
  • Assess advisors’ increasing use of alternative investments as well as accelerants and barriers to use
  • Explore the trend toward personalization as it relates to advisor use of model portfolios, SMAs and direct indexing solutions
  • Discover how advisors prefer to engage with asset managers and what tools and touchpoints are most effective for wholesalers
Meredith Lloyd Rice
Vice President
Cogent Syndicated
William Trout_Headshot
William Trout
Javelin Strategy & Research