News & Information
Cogent Research® is committed to adding to the public dialogue about issues facing the health, wealth, and knowledge industries. Browse below to find out more about what we are saying in the news (Press Releases & Media Coverage), where you can hear or see us (Conference Schedule), and what is on our minds (Cogent Thoughts Newsletters).
Cogent Research "In the News"
Bloomberg: Americans Want Additional Nutrition Data on Food Labels (May 2012)
GatekeeperIQ: Divide and Conquer: How Distributor Sub-Units Complicate Sales (May 2012)
InsuranceStep: Nationwide Expands Variable Life and Annuity Investment Lineup (May 2012)
Financial Planning: Wealthy Investors Partial to LinkedIn Among Social Media Sites (May 2012)
AdvisorOne: Worried Mutual Fund Leaders Ask: Are We the Auto Industry of Finance? (April 2012)
AdvisorOne: Clients Doubling Down With Their Current Mutual Fund Managers: Study (April 2012)
Ignites: Firms Poised to Convert Loyalty Into Assets: Report (April 2012)
Mutual Fund Wire: Cogent Sees ETFs Taking MF's Crown (April 2012)
ETF Trends: Advisor ETF Usage Rose 10% Last Year (April 2012)
Fund Fire: Wary Young Investors to Tilt Future Product Mix (April 2012)
Ignites: Among Advisors, ETFs Have the Strongest Pull (April 2012)
Financial Times: US financial advisers turning to ETFs (April 2012)
GatekeeperIQ: Natixis Staffs Up for Advisor Ed (April 2012)
Bloomberg Businessweek: Fink Finds Assets Not Enough in BlackRock Bid for Clout (April 2012)
Crain's New York: Once a legend, now something less (April 2012)
Pensions & Investments: PIMCO, Vanguard, Wellington keep top rankings (March 2012)
Fund Fire: Pimco, Vanguard Hold Top Inst'l Brands: Survey (March 2012)
Investment News: BlackRock exec wants investors in the markets (March 2012)
Ignites: Schwab, Fidelity Top Category in Customer Service Poll (March 2012)
Investment News: Guggenheim is poised to become a heavyweight (March 2012)
Ignites: J.P. Morgan Targets Midsize Plans With Sales Reorg (March 2012)
Retirement Income Journal: $300 Billion, Up for Grabs (February 2012)
Financial Advisor Magazine: Four-Fifths of Advisors Use Alternative Investments (February 2012)
AdvisorOne: Why Some Big Breakaway Brokers Are Going Independent: Economics (February 2012)
FundFire: Managers Need Transparency, Integrity: Survey (January 2012)
Pensions&Investments: Cogent study: 36% of institutional investors to dump stocks (January 2012)
Bank Investment Consultant: Clients Can Add 'Living Longer' to Their List of Worries (January 2012)
PR-CANADA: AAA Reacts to Cogent Report on Alternatives (December 2011)
InsuranceNewsNet: Jackson Marketing Campaigns Garner Multiple Accolades (December 2011)
Ignites: Alts Offer Open Opportunity for Upstart Firms: Study (December 2011)
Fund Industry Intelligence: Advisors Turn To Boutique Firms For Alts (December 2011)
Financial Advisor: Boutique Alternatives Growing (December 2011)
Financial Times: Volatility prompts growing use of ETFs, says survey (December 2011)
AdvisorOne: Advisors Roam Far Afield in Search of Alernative Investments (December 2011)
Hedgeweek: Advisors warming to alternatives, says Cogent (December 2011)
The Street: ExecuSpeak Dictionary: High Net Worth (December 2011)
Ignites: RIAs, Consultants Square Off for 401(k) Assets: Study (December 2011)
LifeHealthPro: Cogent Research: Elite Group of Advisors Driving 401(k) Business (December 2011)
Financial Advisor: Advisors See Opportunities In 401(k)s (December 2011)
Financial Planning: Advisors Poised to Capitalize on Surging Annuity Demand (November 2011)
Ignites: Firms Give Websites User-Friendly Overhaul: Study (November 2011)
Bank Investment Consultant: Flight to Safety Drives Annuity Sales (November 2011)
Money Management Executive: Retirement Income Driving Annuity Opportunities (November 2011)
Financial Planning: Investing for Risk-Averse Clients is Top Concern of RIAs: Survey (November 2011)
Index Universe: Cogent: ETF Use Growing In Risky Markets (November 2011)
Insurance Networking News: Opportunities Abound for Annuity Industry (November 2011)
Financial Advisor: Annuity Complexities Suppress Sales, Study Says (November 2011)
AdvisorOne: Advisors Rank Top 5 Internal, External Fund Wholesalers (October 2011)
Ignites: Which Firms Have the Best Sales Teams? (October 2011)
Financial Advisor: Annuities Gain In Popularity, Study Says (October 2011)
Financial Planning: Consumers Will Drive Demand for Variable Annuities: IRI (October 2011)
AdvisorOne: Top Funds for Advisor Loyalty (September 2011)
Ignites: J.P. Morgan, T. Rowe, Legg Climb in Advisor Rankings (September 2011)
Financial Standard: Brand reputation key to mandate wins (September 2011)
Fund Industry Intelligence: Advisors Still Favor DFA, American Funds Slips (September 2011)
Fund Industry Intelligence: Shift To Alternative Strategies Raises Red Flag (September 2011)
Ignites: Jackson Ranked First in VA Producer Loyalty (September 2011).pdf
The Wall Street Journal: Family Feuds: The Battles Over Retirement Accounts (September 2011)
Investment News: Clients clamoring for alternative investments — and advisers obliging (August 2011)
Financial Planning: Advisors’ Use of Alternatives Broad, Not Deep: Study (August 2011)
Index Universe: Advisors Turning to Alternative Investments (August 2011)
Ignites: In Search of Assets, Funds School Advisors on Alts (August 2011)
FA Magazine: What do Retirement Plan Sponsors Look for in an Advisor? (August 2011)
Ignites: AllianceBernstein Gears Up for Retail Push (August 2011)
Insurance News Net: Retirement Income Fever (August 2011)
AdvisorOne: Top 10 Defined Contribution Plans by Service and Support (July 2011)
InvestmentNews: Rollover Funds Go-A-Begging (May 2011)
Financial Planning: Why Are Gen X Investors So Dissatisfied With Their Advisors? (April 2011)
Planadviser: Stability is Most Important for Institutional Investors (March 2011)
AdvisorOne: Rollover Assets a Ripe Opportunity for Advisors, Cogent Says (March 2011)
National Underwriter: Cogent Report: Most Public Pension Plans Are in Crisis (February 2011)
Barron's Blog: Pimco, Loomis Sayles Attract Most Loyalty Among Big Pension Funds (February 2011)
InvestmentNews: Vanguard ETFs Rate High (January 2011)
Barron's Blog: Survey: Mutual Fund Use Drops In Past 4 Years; ETFs Rise (January 2011)
Index Universe: Investors Moving Towards ETFs, Cogent Says (January 2011)
Credit Union Times: First Wave of Boomers Bringing Less to Retirement (January 2011)
Financial Planning: Age Just a Number When it Comes to IRA Rollovers (December 2010)
On Wall Street: Knowledge, Support Key to Wholesaling Success (December 2010)
Index Universe: Investors Closing More Accounts, Study Says (December 2010)
AdvisorOne: Bush Tax Cut Deal: Assessing Obama's 'Grand Compromise' with GOP (December 2010)
News Daily Special Report: What did you do in the ETF war, daddy? (December 2010)
Retirement Income Journal: Which Are the Hottest VA Brands? (August 2010)
RIABiz: Variable annuity providers show some gains in tackling RIA market (August 2010)
Reuters: Exclusive: Fidelity has lost 401(k) customers (July 2010)
401kWire: Is 401k a Brand Wasteland? (June 2010)
RIJ: Who’s Winning the Rollover War? (May 2010)
InvestmentNews: Handful of distributors winning IRA rollover wars (April 2010)
Registered Rep: IRAs overtake 401(k)s in asset race (April 2010)
Reuters: ETFs attract self-directed U.S. investors (February 2010)
Wall Street Journal: ETFs Gain Traction With Small Investors (February 2010)
IFAwebnews: Affluent investors move Fidelity Investments from top of the hill (January 2010)
Retirement Income Journal: The Strongest Financial Brands Are... (January 2010)
Wall Street Journal: PRACTICE MANAGEMENT: An Adviser Tests 401(k) Waters (January 2010)
Financial Planning.com: Schwab Unseats Fidelity As Top Distributor (January 2010)
mmexecutive: Affluent View Vanguard as Top Mutual Fund Brand: Cogent (January 2010)
Forbes.com: Fidelity Falls in Customer Survey of Brokerage Houses (January 2010)
Boston Herald: Survey: Fidelity slips in mutual fund ranks (January 2010)
InvestmentNews: Which wirehouse did high-net-worth investors rate tops? (January 2010)
InvestmentNews: MSSB tops among rich (January 2010)
Investment Advisor: RothCalc2010 Aids Advisors in Roth IRA Conversions (January 2010)
CNNMoney.com: Charles Schwab is selling advice. Should you take it?
RIABiz.com: Five changes to expect in social media in 2010 (January 2010)
Rock the Boat Marketing: 2010 Predictions For Mutual Fund/ETF Digital Marketing (2009-12-14)
Journal of Accountancy: 2010: The Year of the Roth Conversion?
Pediatrics: Do Parents Understand Growth Charts? A National, Internet-Based Survey
TheMutualFundWire.com: Which Fund Firms Excel at Connecting With Advisors?
Investment News: Mutual Funds Battle Advisers' Brand Perceptions
Online Providers Are Likely To Beat Out Full-Service Investment Firms For Rollover Assets, Reuters
Online Providers Are Likely To Beat Out Full-Service Investment Firms For Rollover Assets, CNBC
Advised investors less aware of ETFs than self-directed peers, Investment News
Growth opportunities in IRAs, Investment News
ETF Usage Expected to Increase in 2009, planadviser
Self-directed Investors Defining the ETF Product Landscape, Market Watch
RPT-Small investors shun big brokers, do it themselves, Reuters
Exchange-Traded Funds Beat Active Managers, Washington Post
Lame Fund Managers Head for an ETF Thumping: Jane Bryant Quinn, Bloomberg
Investor Loyalty to TIAA-CREF Grows Amid Market Uncertainty, TIAA CREF
Some Distributors Losing Customer Loyalty, FA Magazine
Winners, Losers in Fund Distributor Battle for Investor Loyalty, planadviser
Dramatic Shifts in Investor Loyalty to Leading Distributors, MarketWatch
ETFs In Trend-Setting Mode, ETF Trends
Investors shying away from mutual funds, InvestmentNews
How to Become a Great Mutual Fund Company, Research Magazine
Never judge a Facebook by its cover, FTAdviser
Is Retirement Different for Women?, FOXBusiness
Mutual fund market share seen slipping-study, International Business Times
Our 2008 ETF Predictions, ETF Trends
Cogent Forecasts the Big Mutual Fund Chill, Money Management Executive
Advisors Will Continue Shift to ETFs Over Next Two Years, ETF Trends
Few Firms Earn Loyalty of the Wealthy, The Wall Street Journal
Press Releases
Nine Asset Managers to Benefit Most from Renewed Mutual Fund Flows, 4/12/12
Institutional Prospects Favor PIMCO and Vanguard, 3/20/2012
Cutting Back by Investors Leads to Significant Mutual Fund Consolidation, 2/23/12
Investors are Seeking More Rollover IRA Guidance And Support, 1/31/12
Online Brokerage Providers Face Challenges In Attracting Active Traders, 1/12/12
Warming to Alternatives, Advisors Signal They are Ready to “Go Anywhere,” 12/11/11
Elite Group of Advisors Driving 401(k) Business, 11/30/11
Study Shows Annuity Industry Poised for Growth, 11/15/11
Mutual Fund Wholesaler Quality Index™ Rankings Announced, 10/17/11
The Evolution and Growth of the Annuity Industry, 10/3/11
Advisor Commitment to Mutual Fund Companies is Shifting, 9/27/11
Few DC Investment Mangers Positioned for Growth, 9/13/11
Jackson National Retakes Top Ranking in VA Producer Loyalty, 9/12/11
Advisors Turning Their Attention to Alternatives, 8/30/11
Vanguard Dominates as DC Asset Manager Among Mega Plan Sponsors, 8/3/11
Study Reveals Most Favored DC Investment Managers, 7/20/11
Regulatory Changes offer Differentiation Opportunity for DC Plan Providers, 7/12/11
DC Plan Providers Failing to Position Their Brands to Maximize Market Share, 7/6/11
Facing Reality, Boomers More Open To Retirement Income Products, 5/25/11
Few Plan Providers Manage to Satisfy a Majority of Plan Participants, 5/11/11
Affluent Gen X Investors at Risk of Being Alienated by the Advisor Community, 4/27/11
Institutional Investors Looking Beyond Performance in Selecting Asset Managers, 3/23/11
Cogent Releases Advisor Assets in Motion Report, 3/21/11
Consumers Unable to Decode Genomics-Based Tests on Their Own, 3/10/11
Cogent Research Report Reveals Extent of Public Pension Funding Crisis, 2/23/11
Cogent Study of Institutional Managers Ranks Leaders in Brand Loyalty, 2/8/11
Americans Skeptical of Physicians’ Knowledge of Genomics, 1/25/11
Investors Moving Away from Mutual Funds and Towards ETFs, 1/24/11
Boomers Hitting Retirement with Fewer Assets in Hand, 1/18/11
Americans' Concern about the Privacy of Their Genetic Information Reaches New High, 1/10/11
Wholesaler Quality Index™ Reveals Critical Drivers of External Sales Support, 12/14/10
Retention Battle Underway as Account Closures Intensify, 12/9/10
Domestic Large-Cap Funds Aside, Multiple Firms Are Battling for Advisors’ Attention, 11/15/10
Unique Study Probes Advisors' Emotional Connection to Providers, 11/3/10
Vanguard Surpasses iShares 8/30/2010
IRA assets now surpass 401(k)s, 4/26/2010
Financial Services Firms Stumped by the Retirement Income Dilemma, 3/12/2010
Study Confirms Self-Directed Investors Are Driving ETF Popularity and Growth, 2/16/2010
Fidelity Displaced as the Top Distributor and Mutual Fund Provider, 1/21/2010
New Report Reveals That Advisors Who Sell DC Plans are 40% More Successful, 12/17/09
Providers Vie for Advisors Attention, 11/4/09
Study finds self-directed investors are defining the ETF product landscape, 3/17/09
Dramatic Shifts in Investor Loyalty to Leading Distributors, 11/12/08
The Mind of the Registered Investment Advisor, 9/10/08
From Science Fiction to Reality: American Consumers Ready to Act on Genetic Testing, 7/23/08
Social Media Sharply Influences Investment Decisions, 5/8/08
New Study Ranks Financial Advisor Loyalty to Financial Services Firms, 2/19/08
Niche Products Within the Open-End Mutual Fund Category are Ripe for Growth, 1/10/08
Cogent Thoughts
The Role of Emotions in Consumer Choice
