Wealth Management Reports

2010 Reports

Perspective Series	Discovery Series	Insight Series
Investor Brandscape™ The Retirement Planscape™ Advisor Brandscape™ Institutional Investor Trends™	In-Retirement Income™ Investor Rollover Assets in Motion™ The NeXt Generation of Millionaires™ Advisor Touchpoints™ ETF Brandscape Advisor™ Advisor Rollover Assets in Motion™ Future Trends in Asset Class Mix™	RIA Practice Models Female Advisor Profiles Female Investor Trends Advisor Technology Support Breakaway Advisors Advisor Platform Preferences

Click here for overview of entire 2010 Product Line-up

2009 Reports

Perspective Series	Discovery Series	Insight Series
Investor Brandscape™ Advisor Brandscape™	ETF Brandscape™ Retirement Income™ Social Media & Investing™ Assets in Motion™ Advisor Touchpoints™ Success at Work™	Increasing Investor Loyalty The New Face of the RIA

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Market Research Firm

Cogent Research is a Cambridge, MA-based market research firm with more than a decade of experience providing marketing professionals and senior executives with the highest quality and most innovative research design, data collection, and marketing analysis services available in our industry today.

We offer a full range of traditional and cutting-edge technology based tools for both qualitative market research and quantitative market research, including phone surveys, mail surveys, web surveys, focus groups, in-depth interviews, and online focus groups. Our methodological expertise has been applied in North America, South America, Europe, and Asia. We focus on strategic issues including brand development and positioning, product development, communications design and testing, market assessment, public opinion, employee and customer satisfaction and website evaluation.

We deliver results that are on time, on budget, and on point, but we also deliver more. Unlike many marketing research firms, Cogent Research focuses on strategic results, not just numbers. To do this, our dedicated team of high caliber researchers make an effort to understand not only your research objectives, but also your operating objectives, so we can design a methodology that brings you beyond where you expected.