Articles tagged "Cogent"


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Cogent study shows one big RIA distinction getting swallowed up -- or not

It'll be a head-turner if, in fact, two-thirds of all retail assets are fee-based in 2015, but there may be more to the story

August 7, 2013 — 6:35 PM UTC

Fidelity reports 57% boost in 401(k) sales as it sets its sights on smaller plans and advisors

Heading downmarket, the Boston-based firm is trying to muscle in on boutique providers

February 29, 2012 — 5:00 AM UTC

3 notable RIA happenings in the past week

CFP Board says it's changing hearts and minds of affluent Americans, studies find more advisors making succession plans and RIAs find clients can't get over their allergy to risk

November 21, 2011 — 5:11 AM UTC

Why PIMCO's brand is most sterling and Powershares, Vanguard and ProShares are fast-gaining

Emotions of investors need to be addressed in three areas

November 2, 2010 — 6:14 AM UTC

What Cogent's new study says about where RIAs stand in the 401(k) business

Brokers still dominate most segments but RIAs do well with bigger plans, results of two surveys show

June 17, 2010 — 4:44 AM UTC
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