Cogent Wealth Reports
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What is in the webinar?

Review higlights from our Investor Brandscape® report, including: 

  • The proportion of affluent investors who are “ready-to-act” (likely to make an investment in the near future) and the qualities they most seek in investment providers
  • The ways in which investors are utilizing robo-advisors and the impact this has on the future of financial planning and advice
  • The unique preferences, behaviors, and beliefs of Millennials and Gen X investors and why these are critical for distributors and product providers to understand

Download the Webinar!

Review an Overview of the Report