News, Vision and Voice for
the Advisory Community
advertisement

Content tagged "Cogent Research"


Cogent Research

Filed under: Other
See full listing in the directory »


Alois Pirker: Innovation is now more of a visionary thing, and an appetite thing, rather than about the monetary angle.

The 6 biggest trends affecting the RIA business
Alois Pirker, Mike Durbin and Meredith Rice help RIABiz paint the Big Picture for private wealth management in the U.S. and beyond

Monday 2.24.14
Marco Bitran: There is a lot of demand for alternatives in the space we're targeting—the RIA and broker-dealer space with high-net-worth clients.

AI Exchange to offer hedge fund-like investments in managed-account form through Schwab, Fidelity
The startup's platform offers advisors access to long-short strategies in managed-account form for investors with $100,000 minimums

Monday 11.7.11
Christy White: No 401(k) plan provider has succeeded yet in having a top brand and a top service rating..

Fidelity, Vanguard and Schwab have top 401(k) brands but plan sponsors like the service of off-brands better, study shows
In market share wars for retirement plan dollars, big and small brands alike have much to learn

Friday 7.8.11
Matthew Robinson: Even many advisors are bewildered when it comes to choosing among 800 different ETFs.

Would the intern buy an ETF?
After an investigation into ETFs, Matt Robinson, RIABiz's intern from the fall, says he wants the low-stress approach to investing

Wednesday 3.16.11
Tom Lydon, editor of ETFTrends: Advisors starting to invest in ETFs trust Vanguard and likely already have a relationship with the firm.

Coming from behind, Vanguard is gobbling up ETF market share
iShares slip and a new, three-way fight for an expanding pie develops

Wednesday 9.22.10
John Meunier: Evidence that the great migration among advisors is over is the fact that, on average, advisors’ satisfaction with their firm is up 15% over last year, with the biggest uptick noted among the national wirehouse representatives.

Finding greater advisor satisfaction at the wirehouses, Cogent study concludes the breakaway surge is over
For the first time in history, the majority of advisory compensation comes from fees; plus 9 other findings from one of the year's most ambitious surveys

Wednesday 9.1.10
Meredith Rice: RIAs leaned toward PacificLife, Prudential and Fidelity.

Study: Variable annuity providers show some gains in tackling RIA market
Cogent Research shows that RIAs gave VAs a chance in 2008 but the romance may be short-lived

Tuesday 8.17.10
RIAs continue to rise above the landscape and capture notice from across constituencies

What happened in June shows that RIA fortunes stayed on the rise
The giant legislative victory was a landmark for RIAs but much more happened as Spring turned to Summer

Friday 7.2.10
Pat Allen: The assumption was that someone would come to your site and take the time to browse it. Oh no, they won’t.

Five changes to expect in social media in 2010
Expect asset managers to play major game of catch-up in modernizing web marketing

Monday 1.4.10

From the RIABiz Directory »

The Industry Sourcebook for RIAs



Browse All Archives


2015


    July
    June
    May
    April
    March
    February
    January

2014


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Dave Welling will now get his crack at giving Advent Axys a clear way forward.
22 shares
SS&C's first big act as Advent Software's new owner is to put RIAs using Axys and APX under Black Diamond

Mark Mandich: Curian has determined that it is no longer commercially positioned to provide clients high value investment programs.
16 shares
In shocking move, Mark Mandich says Curian Capital will close its doors in 2016 -- inviting some condemnation from fellow TAMP CEOs

Tech boss Victor Fetter claimed LPL had effected 1,500 improvements in its technology this year, many regarding its tee-up of ClientWorks.
5 shares
LPL Financial tosses its sales pitch to 7,000 in its HQ city of Boston

Terri Kallsen: We need more feet on the street.
1 shares
Schwab's big reveal at its July update: Goal to hire 1,800 financial advisors and unpause branch expansion

Steve Prostano says he will hire a big team as a first order of business.
1 shares
BNP Paribas -- dominator of the UHNW market in France -- taps ex-Silver Bridge chief for ultrahigh-net-worth assault on US


Get the RIABiz Today
Email Alert »