Market Strategies International

Wealth Management

The competition for investable assets has never been fiercer in the wealth management arena.

Retail and institutional investors are seeking solutions that blend strong, consistent performance, risk management, low volatility and best-in-class service. At the same time, the industry is experiencing systemic trends like fee-based compensation, model portfolios and niche providers as well as the desire for alternative investments, greater fee transparency and fee compression—all of which are having a dramatic impact on asset managers, distributors and retirement security providers. Asset managers must adapt their branding, marketing, distribution and service strategies to meet these dynamic needs, while maximizing long-term profitability.

As the wealth and asset management industry evolves, you need concrete insight that leads to increased revenues. We can access, use and model information in sophisticated, robust ways and have the industry knowledge to put that information to work for you. Our wealth management consultants have deep industry experience, and they understand the dynamics that result in successful product and service offerings. As former client-side researchers, marketers and consultants, they bring "insider"perspective to each engagement.


Our qualitative and quantitative expertise extends to a broad range of sectors, and we work with the leading:

  • Asset Managers

    Mutual funds, ETFs, alternative investments, sub-advisors, SMAs, VAIO
  • Distributors

    Online, national, regional, independent, RIAs, bank / platform, other brokerages / intermediaries
  • Insurance Providers

    Variable annuities, fixed / index annuities, retirement income, asset protection
  • Retirement Firms

    Bundled, semi-bundled, DCIO, sub-advisors
  • Institutional Managers

    Profit, non-profit, union, off-shore
  • Managed Account/Overlay Services

    UMAs, Rep-As-PM, Rep-as-Advisor
  • Education Savings

    529 plan


Having conducted hundreds of projects for global asset managers and distributors, we have had the opportunity to talk with virtually every audience in products and investment solutions, including:

  • Financial advisors (RIA, wirehouse, regional/independent, bank, trust)
  • Institutional investors (public / private pensions, endowments, foundations)
  • Institutional consultants
  • DC plan sponsors
  • Broker / dealer and DCIO gatekeepers
  • Retail investors (mass market, mass affluent, HNW)
  • DC plan participants
  • Insurance agents

Typical Research Engagements

  • Loyalty and CX assessment & tracking
  • Brand awareness and equity evaluation
  • Brand imagery and provider selection drivers
  • Advertising recall and impact on future purchase intent
  • Messaging, communication and value-proposition development
  • Marketing communication and touch point strategy
  • Market segmentation and market penetration potential
  • Market entry and distribution strategies
  • Wholesaler effectiveness and purchase consideration
  • Thought leadership research and marketing applications
  • Product development and concept testing
  • Product positioning and market evaluation

Cogent Reports™

Our syndicated wealth management research is committed to keeping clients abreast of emerging trends that maximize revenue potential, while identifying issues and topics that will shape the future direction of the industry. Learn how Cogent Reports provide the perspective necessary to strengthen brands and influence target audiences.