Escalent Launches Financial Advisor Community

In Michigan, data analytics and advisory firm Escalent has announced the launch of The Advisor Exchange, an online insight community of financial advisors.

Formed from the merger of Market Strategies International and Morpace, Escalent employs some 1,600 team members and is headquartered in Livonia, Michigan with locations across the US and in Australia, Canada, China, India, the UK, Ireland, the Philippines, Singapore, South Africa and the UAE. Communities pioneer C Space was acquired by Escalent in 2023, alongside full service brand and comms research specialist Hall & Partners.

The new offering comprises more than 200 financial advisors sourced from the company's Cogent Syndicated advisor database, and representing a range of US firms with assets under management of at least $50 million, offering investment advice or planning services to individual investors on a fee or transactional basis.

The community is overseen by experts at Escalent's C Space subsidiary, and allows clients to conduct real-time research and gather actionable findings to support business objectives while saving on time and costs. C Space also provides research tools for use with the community.

Linda York, SVP within Cogent Syndicated, comments: 'As we continue to navigate economic uncertainty, the need for real-time insights has grown immensely. The first-of-its-kind shared community offers a unique opportunity to tap the industry's elite advisors for insights you can't get anywhere else. This community is always on, giving clients the ability to engage with this coveted group of advisors on demand - whether connecting with the community episodically for fast feedback or for longer-term, strategic projects.' Laurie Bae, VP and MD of C Space Technology and Financial Services, adds: 'Our newly launched shared community eliminates the need to recruit participants or pay for endless vendors, licenses or platforms, allowing clients to implement research at speed in a cost-effective manner.'

An initial study using The Advisor Exchange gathered advisors' perspectives on active ETFs, a fast-growing investment category in the US.

The firms are on the web at www.escalent.co and www.cspace.com .

All articles 2006-23 written and edited by Mel Crowther and/or Nick Thomas, 2024- by Nick Thomas, unless otherwise stated.