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Articles tagged "Cogent"


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Meredith Lloyd Rice: [Fee proliferation] is a trend but the RIAs are still very distinctive in their attitudes and preferences.

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 at 6:35 PM

Mike Harger: What we’re hearing is, 'We like your commitment to the marketplace.'

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 at 5:00 AM

Scott Slater says a study by his firm, Schwab, shows that 88% of advisors are looking at an internal succession plan.

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 at 5:11 AM

Bill Gross’ thought leadership may contribute to advisors' feelings of confidence and security.
November 2, 2010 at 6:14 AM

Craig Watanabe: Adequately servicing 401k plans is a demanding endeavor and we will likely see retirement plan specialists gaining market share.

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 at 4:44 AM

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