Skip to main content
Home Javelin
  • Research
    • ADVISORY SERVICES
      • Digital Banking
        • Digital Strategy & Experience
        • Mobile & Online Banking
        • Digital Lending
        • Small Business
      • Payments
        • Comm. & Enterprise
        • Credit
        • Digital Assets & Crypto
        • Debit
        • Emerging
        • Global
        • Merchant
        • Prepaid
        • Tech & Infrastructure
      • Fraud & Security
        • Cybersecurity
        • Fraud Management
      • Wealth Management
        • Digital Wealth
        • Digital Assets & Crypto
    • PAYMENTS INSIGHTS
      • North American PaymentsInsights
      • Buyer PaymentsInsights
      • Small Business PaymentsInsights
  • Services
    • Advisory Services Research
      • Annual Subscription
    • Consulting
      • Consulting & Custom Research
      • Digital Banking Benchmarking
      • Research Reports & Webinars
      • Card Bench
    • PaymentsJournal
  • Events
    • Industry Events
      • Conferences
    • Javelin Webinars
      • Webinars
  • About
    • About Us
      • About Javelin
      • Our Team
      • Careers
    • Newsroom
      • Press Releases
      • Javelin In The News
  • Search
Client Login
Contact Us
Contact Us
 
  1. Home
  2. Webinars

New Insights on Advisor Trends

  • Presented by :
  • William Trout
  • Research Topic(s):
  • Wealth Management

Watch Here

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.

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

Join us to:

  1. Understand current advisor and investor sentiment and shifts in concerns
     
  2. Assess advisors’ increasing use of alternative investments as well as accelerants and barriers to use
     
  3. Explore the trend toward personalization as it relates to advisor use of model portfolios, SMAs and direct indexing solutions
     
  4. Discover how advisors prefer to engage with asset managers and what tools and touchpoints are most effective for wholesalers
logo
Proud member of
the Escalent Group.

About Us

  • About Javelin
  • Careers
  • Our Team
  • Javelin in the News
  • Press Releases

Insights

  • Full Research library
  • Identity Fraud Study
  • Child and Family Cybersecurity Study
  • Scorecard Reports
  • Whitepapers
  • Annual Trends Reports

Research Practices

  • Digital Banking
  • Fraud & Security
  • Payments
  • Wealth Management

Contact Us

  • Schedule an Analyst Briefing
  • Sign up for Javelin Newsletter
  • Privacy Policy
  • Terms of Use
  • Sitemap
©2025 Escalent and/or its affiliates. All right reserved.
  • LinkedIn
PART OF THE ESCALENT GROUP