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Content tagged "Cogent Research"

Cogent Research

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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
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Story » Sallie Krawcheck: I worry our industry will become the Republican party -- with middle-age white guys talking to middle-age white guys, saying that we need to change.At Envestnet event, Sallie Krawcheck alludes to Crager alliance, blasts women-as-niche marketers and edges perhaps closer to endorsing the RIA model