Once only the purview of institutions and the super rich, alternative investments (AI) have already begun to populate the portfolios of ordinary investors. Whether used defensively to add diversification, or as proactive tools to access hard to reach asset classes, alternatives, especially among advised investors, are here to stay. Today, just three in ten (29%) [...]

Affluent investors are likely to rollover approximately $300 billion from their former employers’ sponsored retirement plans (ESRPs) to IRAs in 2012. However, attracting these assets is becoming more competitive as investors search beyond the traditional rollover providers for advice and guidance. A number of full service providers have made significant gains in attracting potential rollover [...]

Nearly a third of Active Traders, investors who make three or more trades on a monthly basis via a self-service online trading platform, indicate they are likely to open a new online trading account in the next six months. While this group of investors recognizes 19 online brokerage providers, only six firms have a solid [...]

Here at Cogent, our mission is to provide data-driven solutions and strategies that help our clients make more informative decisions regarding their business. In order to achieve this we spend a lot of time doing Qualitative Research. What is Qualitative research you might ask?! Well, Qualitative research is about finding out the ‘why’, not the [...]

For those of you that don’t know, Cogent has it’s own syndicated research group that is committed to keeping us and our clients on top of new trends. Not only do we stay on top of upcoming trends but we also actively participate in public dialogue about the future of the industry. Cogent puts out [...]

For more then 10 years, Cogent has been focused on Health Management. We work with clients in: 1. Pharmaceutical 2. Healthcare delivery 3. Diagnostic 4. Biotech 5. Supplement 6. Food 7. Nutrition industries Cogent brings actionable insights to product development, brand research and communications strategy, patient and customer loyalty, and more.

We recently did an annual study, 2010 Food & Health Survey: Consumer Attitudes toward Food Safety, Nutrition, and Health, for the International Food Information Council Foundation (IFIC), which examines what Americans are doing regarding eating and exercise, health habits, and food safety practices. The report immediately picked up a lot of press coverage, especially regarding American’s perception of [...]

Our latest report concludes that retirement plan sponsors’ needs and priorities vary significantly by plan size, and providers that succeed in delivering in these specific areas enjoy stronger loyalty among the plans they service. This and many other findings are contained in Retirement Planscape™ 2010 – an extensive industry report which is based on a [...]

We are pleased to provide a free whitepaper named RIA Channel Overview! Data is based on our Advisor Brandscape™ 2009 report, which surveys over 1,500 financial advisors in the US. The 26-page e-book contains in-depth comparison between the RIA channel, and the National, Regional, Independent and Bank channels. Information includes: Assets under management (AUM) Satisfaction with [...]

For the first time since Cogent Research has been tracking investor allocations, wealthy Americans now hold more assets in IRAs than in workplace-based retirement accounts like 401(k)s and 403(b)s.  This and other findings are included in our new report, 2010 Investor Assets in Motion: IRA & Retirement Marketplace Opportunities, scheduled to be released next week. [...]