| Warming Trend or Chilly Summer Ahead? | Spring 2010 |
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We choose the latter. That’s why this month we feature articles that look ahead, in one to a new generation of investors, in another to the future of retirement savings, and in a third to the changing faces you’re likely to encounter these days in your firm’s own research department. And finally, to underscore our own commitment to the future, Cogent is pleased to both announce the completion of our newest industry leading report, Retirement Planscape™, and to introduce you to the two newest members of our growing research staff. To learn more about all the new reports from Cogent Research this year, please click here. |
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With the Dow slipping below 10,000 this week, and fears that European finances or the Gulf oil catastrophe could drag the U.S. economy back into recession – we are all faced with a choice, to hesitate and look back or think positive and move forward.
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While the financial services industry has been busy courting the in- or near- retirement Boomer generation, an emerging wave of younger, affluent investors has been silently growing, building wealth, and seeking financial services firms who will give them what they want. This group of Generation X thirty and forty somethings comprise about one-fifth of affluent investors in the United States and bring a unique perspective to the financial landscape.
According to Cogent’s recently released Rollover Assets in Motion™ 2010 report, wealthy Americans now hold more assets in IRAs than in workplace-based retirement accounts. The report found that while allocations among existing 401(k) plan owners have remained relatively flat, ownership of employer-sponsored retirement plans has decreased by almost one quarter (23%) over the past three years.
The crisis that impacted the financial environment last year has escalated the need for informed decision-making. To leverage all knowledge assets more efficiently, companies are strengthening the ties between marketing research (MR) and competitive intelligence (CI) and seek to obtain a birds-eye view on their business and the marketplace.
UPCOMING SYNDICATED REPORTS
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Having worked on projects such as market sizing, benchmarking and competitive assessments on the client side, Anca brings an innovative approach to primary research and competitive intelligence. Prior to joining Cogent, Anca led the Market and Competitive Intelligence efforts for Covidien (previously Tyco Healthcare), managing company-wide primary research projects and providing the leadership team with strategic dashboards. Anca is the 2009 recipient of the Frank Staggers Award for Excellence in Marketing Research, and holds a master's degree in Marketing Research from Southern Illinois University Edwardsville where she graduated with a 4.0 GPA.
Kim Karrat has worked in B2C and B2B sales and marketing for 4 years since graduating from Virginia Tech. Most of her work has been in the pharmaceutical, biotechnology, and medical device fields. In that time, she has developed strong client and project management skills. Kim’s interest in research came through her continuing education as an Integrated Marketing Communication student at Emerson College.
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As an evidence-based consultancy, Cogent Research is dedicated to delivering clarity, perspective and direction to leading organizations in the wealth management industry. Through a unique blend of syndicated and custom research, industry expertise, advanced analytics, and strategic consulting, we are redefining the role and function of marketing research in the areas of product development, brand equity, client experience, and revenue enhancement. Cogent Research LLC, 125 Cambridgepark Dr, Cambridge, MA-02140 |
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