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 [...]

For many years, the three major exchange traded fund (ETF) providers—iShares, State Street, and Vanguard—have been able to grow share by leveraging their volume, early pioneer status, and strong brand reputations. However, the ETF landscape is changing, as new providers enter the market or continue to announce their intent to offer solutions in this growing market segment.

As competition continues to increase in the wealth management industry, discovering new sources of customers has become more important than ever. Moreover, as a sizeable portion of affluent Americans are on the cusp of moving into a de-accumulation phase, the motivation to attract younger investors is stronger than ever. Firms that are successful in attracting [...]

Retirement Income Product Innovations Not Resonating with Retirees and Pre-Retirees

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.