Thought Leadership

New Year’s (Re)Solutions

January 11, 2024
Author: Linda York

The start of a new year is overrun with resolutions. Many people use the turn of the calendar as an impetus for breaking old habits, starting new ones or setting lofty goals. At Cogent Syndicated, we took the opportunity to gather input from our clients and take stock of the extensive capabilities across Escalent to identify new solutions we can bring to market that will further our clients’ success. There’s much more detail to come on each new solution listed below, but I just can’t keep it to myself any longer. Read on for a sneak peek at our new Cogent offerings in 2024 and reach out to your favorite team member for more information!

Cogent Syndicated Financial Advisor Community

We’re creating an online community of financial advisors (registered reps and RIAs) for the exclusive benefit of our Cogent clients. Procured by Cogent and supported by our colleagues and experts at C Space, this new community offers participating clients deeper qualitative insight, 24/7 access to advisors, speed, and a platform for advisor-centric product and service development. Through a combination of Cogent-sponsored and client-specific inquiries, our financial advisor community will provide an ongoing stream of valuable insights you can’t get anywhere else. But the most compelling benefit is simple: Communities build durable relationships, and relationships are the source of actionable results.

In-Market Advertising Analysis

To aid wealth management firms in maximizing advertising ROI, we’re introducing a comprehensive continuous scan of advertising themes that correlate with brand health. Our skilled secondary research analysts are conducting ongoing scans of key themes used in advertising by wealth management companies and employing systematic methods of categorizing and benchmarking ad content in terms of context, frequency, sentiments, products, features/benefits, and time last run. We’re tracking trends in online advertising and correlations between advertising themes and brand health. Ultimately, these insights will identify differentiation opportunities for subscribing clients and provide critical input for advertising and media plans.

Trajectory of Inter-Generational Wealth Transfer

The largest transfer of wealth in history is believed to have just begun. Over the next 25 years, $72 trillion in assets is expected to be handed down directly to heirs, with an additional $12 trillion donated to charities. While many wealth management firms have their eyes on this prize, no one knows when or where these assets will surface. No one, that is, except the future beneficiaries themselves. Leveraging our ongoing survey of affluent investors, we’re gathering data to size the opportunity, forecast future intent (invest versus save versus spend) and identify the types of education and support these future heirs will need. We will publish insights each quarter and create new areas of inquiry based on results and input from subscribing clients.

We’re excited to leverage new parts of our Escalent family and dig deeper into our own Cogent capabilities to bring these new solutions to our clients. If you’re interested in learning more about any of these new offerings, send us a note or reach out to any of your contacts at Cogent Syndicated or Escalent and we’d be more than happy to hop on a call and discuss how your firm can leverage these exciting new insights and opportunities.


Linda York
Linda York
Senior Vice President, Cogent Syndicated

Linda York is a senior vice president in the Cogent Syndicated division where she leads the Wealth Management Syndicated Research & Consulting practice. She has over 20 years of experience in financial services spanning responsibilities in finance, marketing and business strategy. Before joining Escalent, Linda was the practice director of Syndicated Research at Cogent Research, where she managed the product development and execution process for syndicated research projects and consulted with dozens of clients in the retail and institutional wealth management space. She earned an MBA in marketing from the University of Connecticut and a bachelor’s degree in mathematics from Mount Holyoke College. Linda is an avid equestrian and a two-time finisher of the Boston Marathon.