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%) [...]

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 [...]

CAMBRIDGE, MASS., (January 19, 2009) – As the result of significant shifts in brand perceptions, household penetration, as well as changes in investor loyalty, Fidelity Investments has forfeited its position as both the number one distributor and mutual fund provider to key rivals Charles Schwab and Vanguard. These results are included in Cogent Research’s recently released 2010 Investor Brandscape™ report.