News & Information
Cogent 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"
Reuters: Exclusive: Fidelity has lost 401(k) customers (July 2010)
Ignites: Vanguard, Fidelity, BofA Brands Score Big in 401(k) Market (June 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)
FUNDfire: Wealthy Are Wary of Retirement Product Roster (March 2010)
Ignites: Retirement Income Market Up for Grabs: Study (March 2010)
Reuters: ETFs attract self-directed U.S. investors (February 2010)
Wall Street Journal: ETFs Gain Traction With Small Investors (February 2010)
FundFire: Morgan-Smith Barney Brand Tops Merrill: Study (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)
Ignites: Vanguard Tops Fidelity in Investor Loyalty: Study (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?
Ignites: American Funds, iShares Best At Reaching Advisors Survey
Ignites: Funds Missing Boat on Building Loyalty: Study
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
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
