News

New research from Cogent Syndicated reveals the rollover candidate profile is decisively younger and more diverse, with higher intent to roll assets externally

Escalent’s 2026 Advisor Brandscape® highlights notable shifts in portfolio construction, product use and investment allocation driven by younger advisors

New findings from Escalent’s EVForward study reveal new-car buyers are weighing monthly payments, total cost of ownership, battery replacement risk and home charging costs when deciding if a BEV feels affordable.

Learn why fleet businesses are taking a more cautious approach to technology adoption, and how behavioral science reveals what will reignite adoption based on data-driven insights from our Fleet Advisory Hub study.

New findings from Escalent uncover the segment of plan sponsors driving interest in alternatives and persisting misconceptions about the asset class

Escalent Recognizes 12 Utilities as the 2026 Most Trusted Residential Utility Brands

Escalent Recognizes 32 Utilities as the 2026 Most Trusted Residential Utility Brands

Escalent’s Trends in Alternative Investments™ report from Cogent Syndicated reveals affluent investors increasingly lean on financial advisors for guidance as market uncertainty and knowledge gaps lead to a shift away from platform-based access

As concerns about rising electricity costs, grid reliability, and community impact continue to grow, a new study from Escalent and Hahn finds that consumers are increasingly turning to trusted providers for clear, transparent information and guidance.

New findings from Cogent Syndicated reveal inheritors' growing preference for integrated advice as average anticipated inheritances double to $1 million

Escalent recognizes 31 energy utilities as the 2026 Easiest to Do Business With

Sarah Timmings will now serve as Escalent’s chief client solutions officer, leading client solutions across Escalent Group.

New data from EVForward reveal how today’s teenagers could reshape the future of the auto market and why automakers should take proactive steps to align their offerings with this next generation.

Discover insights from our Fleet Advisory Hub study on fleet electrification’s strategic recalibration and what it means for OEMs navigating fleet decision-makers' sustainability needs and expanding powertrain expectations.

New Escalent data reveals the number of "technical" advisors has dropped to 36% as professionals focus on client acquisition

Vehicle shoppers have moved beyond simple reviews and are actively seeking diverse, experiential and highly technical content on TikTok to inform their vehicle purchase decisions

Escalent recognizes 12 utilities as the 2025 Business Utility Customer Champions

New findings from EVForward reveal a clear gap between what car shoppers want in a BEV and what many OEMs currently deliver, highlighting vehicle design as a leading purchase motivator to win the next generation of BEV buyers

New research from Escalent shows one quarter of DC advisors likely to recommend alternatives, with National, large-scale producers driving the trend

Escalent’s 2025 Investor Brand Build™ report highlights the shifting investment landscape, dominated by more diverse, digitally fluent and opportunity-driven affluent investors

Explore new data that reveal why Tesla’s edge is fading in Europe while new-car buyer trust, confidence and interest in Chinese vehicles is rapidly rising

New data from our EVForward study show a growing market demand for home energy solutions, and a clear path for automakers and energy utilities to capitalize on it together

Escalent’s 2025 Connectivity Forward™ Brand Alignment study reveals stark disconnect in automakers’ current offerings and consumers’ evolving expectations

Cogent Syndicated's latest Energy study names five retail electric providers (REPs) as the 2025 Most Trusted Brands among Texas REPs

Findings from Cogent Syndicated’s DC Participant Planscape™ report signal opportunity for plan providers to offer increased education and guidance to hourly and gig workers

New EVForward data reveal the opportunity for automakers to position extended range electric vehicles as the ideal middle ground for consumers reluctant to adopt battery electric vehicles

Amid market volatility, advisors are opting for active strategies and looking to providers for expertise, according to the latest Advisor Brandscape® report

Data from our Fleet Advisory Hub study show that as emerging technologies capture the attention of fleet decision-makers, manufacturers and service providers must adapt their offerings to better serve smaller businesses

New findings from Escalent reveal tariffs, geopolitical events, government actions, and stock market volatility at the forefront of advisors and investors’ worries.

Escalent recognizes nine utilities as 2025 Trusted Business Partners

New Retirement Planscape® report from Escalent reveals rising optimism about technology even as plan sponsors grapple with cybersecurity risk

Escalent Recognizes 40 Utilities as the 2025 Most Trusted Residential Utility Brands

Escalent’s Trends in Alternative Investments™ report reveals light users backing off of the asset class as heavy users double down.

New data and insights from Fleet Advisory Hub highlight the growing influence of drivers in commercial vehicle and fleet telematics decisions, opening the door for solution providers to differentiate themselves

Powered by advisor experts at Cogent Syndicated and community experts at C Space, Escalent has launched The Advisor Exchange™, an online insight community of financial advisors offering fast, flexible access to advisors for deeper qualitative insights, 24/7.

Escalent recognizes 40 utilities as the 2025 Easiest To Do Business With

A new report by Cogent Syndicated suggests broader adoption of model portfolios may hinge on amplifying advantages highlighted by current users.

New EVForward data reveal the business benefits for automakers and charge point operators of making charging easy for prospective BEV buyers

New findings from our Chinese Automotive Brands Impact Study reveal that Chinese car brands could rapidly gain consideration among European new car buyers at an unprecedented pace and the implications for established automakers in Europe

New report from Cogent Syndicated finds investor adoption of AI could be outpacing advisor readiness

New data from Escalent’s EVForward study highlight how BEV owner advocacy about the benefits of home charging can build credibility and encourage BEV adoption among new-car shoppers

Escalent recognizes 24 utilities as the 2024 Business Utility Customer Champions

Escalent Recognizes 47 utilities as the 2024 Utility Customer Champions

Retirement Plan Advisor Trends™ report from Escalent reveals increasing demand for retirement income solutions, but no clear “solution” exists

Cogent Syndicated's latest study names six retail electric providers as the 2024 Most Trusted Brands among Texas REPs

Data from our Fleet Advisory Hub study reveal that as BEV adoption within fleet businesses continues to trend upward, the race for BEV leadership among legacy brands, startups, and Chinese brands is anyone's game

Escalent's new office in India reflects the company's growth and commitment to attracting top research and insights professionals.

New study from Cogent Syndicated reveals rollover and consolidation activities have accelerated over the past year and the outlook for future assets in motion looks promising

Strategic appointments underscore Escalent’s commitment to fostering an inclusive culture and driving technological innovation

A new report from Cogent Syndicated highlights the critical role of Trust & Guidance from asset managers as the primary factor influencing consideration among financial advisors.

New findings from Escalent's EVForward study uncover the opportunities for dealerships to create a more positive and enduring relationship between dealers and BEV owners

Escalent recognizes 13 utilities as 2024 Trusted Business Partners

Escalent Recognizes 33 Utilities as the 2024 Most Trusted Residential Utility Brands

New findings from our Fleet Advisory Hub study reveal that fleet decision-makers are increasingly evaluating which core and emerging technologies will best fit their business while attitudes and intentions toward overall BEV adoption have softened

Generational differences surface regarding plans to invest anticipated inheritances, according to Trajectory of Intergenerational Wealth Transfer™ report from Cogent Syndicated

A new report from Cogent Syndicated reveals that advisors and asset managers are increasing the use of alternative investments and expanding their range of options to drive adoption.

Despite growing reliance on digital outreach, a new report from Cogent Syndicated highlights the importance of personal interactions in driving consideration among institutional investors.

Data from Escalent's Cogent Syndicated study recognizes the 30 utilities who stand out as Easiest To Do Business With

Escalent's Fleet Advisory Hub study reveals challenges telematics service providers face in building brand familiarity and converting it into purchase decisions among fleet leaders

New data from Escalent EVForward™ reveal need for compelling value propositions to sell consumers on a BEV-centered energy ecosystem

Advisor Use of Model Portfolios and SMAs™ report by Cogent Syndicated highlights importance of customization, value for advisors serving high-net-worth clients

Escalent recognizes 17 utilities as the 2023 Business Customer Champions that pave the way for better business-customer relationships

Retirement Plan Advisor Trends™ report by Escalent outlines opportunities for more conversations with plan participants and plan sponsors.

New data from Escalent’s EVForward Europe study finds the electric vehicle (EV) market is seen increasingly as a work in progress as positive sentiment about EVs among European new-car buyers is declining

Recent data from C Space underscore the opportunity for organizations to better communicate the use of AI and its benefits.

Escalent’s new Fleet Advisory Hub report reveals that fleet decision-makers require substantial proof of the benefits of adopting BEVs before committing to the significant investment needed for a fleet-wide BEV transition

Escalent recognizes six utilities as the 2023 Most Trusted Brands among Texas REPs for offering ongoing value to customers in challenging times

Latest DC Participant Planscape™ report from Escalent shows gaps in confidence levels, need for enhanced financial wellness programs and retirement income solutions

Latest Escalent EVForward data reveal which automotive, charging and technology brands influence BEV decision-making

Arundhati Mehrotra will lead Escalent’s delivery team of 550+ research and advisory professionals in India, China and the Philippines.

The award honors the Escalent team for its achievement using innovation to unlock insights about consumer or business trends.

A new report from Cogent Syndicated shows fee-conscious advisors are increasingly turning to Exchange-Traded Funds and decreasing their allocations to mutual funds.

Escalent recognizes 15 utilities as 2023 Trusted Business Partners

Escalent Recognizes 42 Utilities as 2023 Most Trusted Residential Utility Brands

New report from Cogent Syndicated shows retirement plan sponsors facing more cost pressures than ever, posing an opportunity for digital recordkeepers to solve a need and unexpectedly disrupt the market.

Data from Escalent’s new Fleet Advisory Hub study indicate 2023 is the “Year of the Rebound” for fleet technologies, revealing an increased market readiness for key, emerging fleet technologies.

Data from our new one-of-a-kind market research study Connectivity Forward identifies consumer views and attitudes towards future connected vehicle services, the people who are most likely to buy them, and the vehicle connectivity feature themes that resonate the most.

Chris Barnes will lead a global team of executives to grow their sector’s business and profitability and build long-lasting relationships with clients.

The latest Fleet Advisory Hub™ report shows state of connected services, decision-making process, need for security

US Institutional Investor Brandscape report from Escalent shows barriers to ESG investing, impact of anti-ESG movement in the institutional market

Escalent recognizes 30 utilities as Environmental Champions in honor of Earth Day 2023

Escalent recognizes 46 utilities as Easiest To Do Business With

A new Cogent Syndicated report from Escalent shows 70% of advisors are using alternative investments in their clients’ portfolios.

Escalent's latest EVForward study has uncovered how BEV design drives emotional reactions that influence purchase consideration, by employing our proprietary, data-driven methodology Evoke.

This year, advisors are more focused on value for the money and trustworthiness of annuity providers, placing less emphasis on product innovation

New findings challenge prevailing perceptions around electric vehicle range and highlight the ease and reliability of ownership

Escalent is proud to recognize our very own Ben Lundin as a 2023 GreenBook Future List honoree as well as Allie Dautrich, Frankie Lipinski and Nick Costa as nominees

Escalent's new Cogent Syndicated report reveals a halt in ESG investment growth projections from financial advisors despite affluent investors continuing to indicate interest

Dealerships are missing the opportunity to advance BEV adoption by not educating fleet customers on available funding for fleet electrification, according to our new Fleet Advisory Hub study

Escalent Names 15 Utilities as 2022 Business Customer Champions

Latest Investor Brand Builder™ report from Escalent shows an opportunity for financial advice providers as investors manage more assets independently

Escalent’s latest EVForward Europe findings show a shift to aspirations and emotional factors, not environmental benefits, motivating BEV purchases

Latest Cogent Syndicated report among retirement plan advisors finds that Empower is steadily growing it's brand awareness and using advisors as a lynchpin to gain traction in the DC ecosystem.

Escalent's union with Rhein Associates and Work Truck Solutions creates first-ever commercial vehicle demand, supply and inventory data analytics and advisory powerhouse

Escalent's Tech TrustBuilder is a scientifically-validated framework that measures trust in technology to help brands build bonds with people

Latest Cogent Syndicated DC Participant Planscape™ report from Escalent shows financial wellness offerings better prepare participants for retirement

Escalent names the 2022 Most Trusted Brands among Texas REPs

Latest Escalent EVForward data show the role consumers want dealerships to play in electric vehicle shopping, ownership

Latest Cogent Syndicated Advisor Brandscape® report shows financial advisors growing increasingly pessimistic about the US economy

Latest Cogent Syndicated Retirement Planscape® report from Escalent shows economic, political conditions impacting plan success and design

Laura Lopez will lead Escalent's global team of HR professionals to ensure best-in-class talent strategies and attract, recruit and retain a diverse workforce.

Latest Escalent EVForward data provide insight into vehicle shopper decision-making, steps for success in BEV adoption

Escalent announces 16 utilities as 2022 Trusted Business Partners

Escalent's ISO/IEC 27001 certification is one way we maintain rigorous vigilance on the global regulatory landscape

Escalent Names 39 Utilities as 2022 Most Trusted Brands

Latest Escalent EVForward data show new car buyers are more likely to purchase an electric vehicle from familiar, traditional brands, though many are undecided

Latest findings from 2022 US Institutional Investor Brandscape report identifies key trends in investment strategy and asset manager selection, use and loyalty

The latest Fleet Advisory Hub report shows fleet decision-makers are pausing strategic investments as they grapple with supply chain constraints and economic uncertainty

Appointment of four vice presidents reflects Escalent's commitment to providing unrivaled insights and counsel to health and life sciences market.

Expansion reflects continued growth and development of Escalent’s automotive and mobility research practice

Escalent Names 35 Utilities as the Easiest to Do Business With

Escalent acquisition of Mercator Advisory Group creates payments advisory powerhouse to be led by Javelin Strategy & Research

New Cogent Syndicated study finds highly underserved market and unique opportunity for annuities providers

Latest Fleet Advisory Hub report shows connected technology growth will rely on providers building trust in data security and demonstrating value to smaller fleets

Third-party model portfolio use is growing among entrenched and active users, with few new advisors implementing the tool into their strategies

Among business customers, utilities now tie with other premier business service providers, such Google and Amazon, for having the most engaged relationships.

The utility industry’s focus on its customers, communities and the environment throughout the pandemic has elevated its customer engagement, a critical factor in growing company value and influencing energy customer behaviors.

2021 Quirk’s Media Awards Recognize Escalent with Groundbreaking Research Project Award

With many fleet leaders replacing their vehicles over the next three years, manufacturers and service providers must address EV adoption hurdles to seize the opportunity

Escalent EVForward segmentation shows high degree of interest, low likelihood of adoption among car shoppers in five most populous European countries

This year, there is a staggering 130-point gap in Net Promoter Scores (NPS) between the highest- and lowest-scoring Texas retail electric providers (REPs).

New data from Cogent Syndicated find that advisors are most likely to have read thought leadership from First Trust, J.P. Morgan and American Funds.

The Advertising Research Foundation honors Merrill & Escalent for industry-leading research in advertising

Latest Escalent EVForward DeepDive report outlines car shopping preferences and unique role dealers can play in EV adoption race

New financial services market research finds that website and online capabilities play a critical role in driving DC plan provider satisfaction.

Healthcare providers believe in the promise of video-enabled telehealth, yet issues with key technical features leave them concerned for the patient experience.

Citing concerns over quality and outreach, customer trust in water utilities lags trust in electric and natural gas utilities.

Escalent's latest Consumer & Retail study provides a close look at the trends that will define the crucial 2021 holiday shopping and travel season.

Latest Escalent EVForward segmentation study illustrates importance of battery electric vehicles (BEVs) to OEM product lineups

Trust in Texas retail electric providers eroded in the first half of 2021 as winter storms left customers seeking support beyond standard service

New energy market research from Escalent finds businesses’ trust their utilities significantly more after utilities stepped in to support local economies and communities during the pandemic.

2021 ARF Great Mind Awards honors Escalent team for industry-leading methods and insights

Escalent sought to understand how big tech firms’ stances and business practices may impact brand loyalty and defection among consumers.

Customer trust in utilities spiked to the highest score ever on the Escalent utility Brand Trust Index due to spending roughly 16% more on communications.

Cogent Syndicated research finds plan sponsors are sharpening their focus on reevaluating their investment menus and incorporating financial wellness programs.

The utility industry’s commitment to the environment is stronger than ever, according to customers of the nation’s 140 largest utilities.

Even during pandemic-induced isolation, many pension and non-profit investors still say in-person meetings are most effective for evaluating new asset managers.

Cogent Syndicated’s Customer Effort Index increases to 738, obtaining phone service, making payments and acquiring outage information improved the most.

Escalent Fleet Advisory Hub™ data indicate COVID-19 pandemic did not slow adoption of new technologies among fleets.

Escalent appointed six new VPs, signaling the company’s continued growth and position of strength to help brands navigate industries facing disruption.

Escalent's latest EVForward DeepDive market report outlines the most appealing attributes of Tesla’s product lineup among electric vehicle buyers

New data from Cogent Syndicated find virtual interactions with wholesalers are nearly as effective as traditional interactions, with the added benefit of increased accessibility.

Latest Cogent Syndicated report from Escalent reveals how firms can maximize purchase intent and expand client relationships

Escalent finds utilities that develop digital touchpoints are being rewarded with stronger relationships with their business clients.

With new RFP activity largely on hold, DC specialists with over $50 million in DC AUM are working overtime to guide their existing clients through the pandemic

Escalent’s Fleet Advisory Hub data reveal actions telematics providers must take to increase adoption and retention

Data indicate significant uptick in new users and ordering frequency among consistent users

Escalent's Christopher Barnes named Researcher of the Year by Quirk's Media.

Paul Hartley will now serve as Escalent's EVP of Sales, and Dyna Boen has been hired as Managing Director of the Consumer, Tech and Telecom divisions.

Latest EVForward™ DeepDive market report from Escalent shows higher concerns over time spent waiting for a charge than the availability of charging stations

Escalent earns two Quirk’s award nominations for outstanding research work out of hundreds of entries

As the battle for electric customers in Texas heats up, consumers are sending a clear message to retail electric providers (REPs): “I need to trust you.”

Escalent launches Brand Authenticity, a new tool that addresses the emergence of authenticity as an increasingly important component of a brand’s strategy, and will host a Brand Authenticity webinar on October 8, 2020.

An increase in customer satisfaction and loyalty for Texas REPs comes at an opportune time: 1 in 4 Texans is shopping for an electric provider.

Latest Fleet Advisory Hub update indicates decision-makers are willing to make big changes to integrate BEVs.

Swift action from utilities as the COVID-19 virus began to grip the nation was greatly appreciated, and needed, by customers.

New Escalent research demonstrates uphill battle automakers face in competing with tech giants and which unique features manufacturers can develop for success.

Local outreach and COVID-19 support have dramatically increased business customers’ trust in utilities.

401(k) plan sponsors are adjusting to massive changes in staffing and assisting remaining employees with short-term financial stress in the wake of the COVID-19 pandemic.

Escalent names the 2020 Most Trusted Utility Brands that have supported their customers through an unprecedented crisis

A new perspective on the idealized autonomous vehicle (AV) experience, from comfort with various levels of AVs to expectations regarding the likely winners of the AV adoption race.

Latest research identifies leaders, challenges, satisfaction and likelihood of long-term sustainability for remote ordering and delivery services

Just in time for the 50th anniversary of Earth Day, customers are scoring their utilities significantly higher on environmental stewardship.

As the world grapples with the COVID-19 pandemic and the implications it has on daily life, utilities are focusing on what they can control—servicing their customers and communities.

Robust platform offers customized insights to automakers and utilities planning for an electrified future.

Latest United States and European data show consumers expect to see improvements in BEV features, range and infrastructure.

In the highly competitive Texas electric market, customers are now less likely to recommend their retail electric provider (REP).

Escalent welcomes two seasoned data analytics professionals to the firm, appointing Nancy Arter as a senior vice president in the Technology & Telecommunications divisions and Keir Lococo as a vice president in the Health division.

Escalent Acquires Javelin Strategy & Research

As satisfaction with service and perception of their utility as a trusted energy adviser builds, business customers are engaging more with their utility.

Although utility customers are highly satisfied with service this year, ratings for enhanced utility offerings have dropped.

A study outlining consumer awareness of and interest in 5G bandwidth technology and product offerings.

Escalent study identifies gamer habits and preferences that will determine the direction and future of video gaming.

A Decline in Brand Trust Drives Texans to Switch REPs

CIO Sharna Morelli has decided to retire, and John Sivak has been promoted to SVP and will lead the firm’s IT division from the Livonia, MI headquarters.

Escalent offers a road map for companies to avoid customer churn through transparent, repeated communications.

To win rollover IRA dollars, financial firms should zero in on Millennials and harness the influence of advisors to capture former ESRP assets.

New study offers a view of consumer pain management and the alternatives to opioids that patients are willing to consider.

Stec will lead Escalent’s finance, accounting, contracts, and legal functions and will work out of the Livonia, MI headquarters.

2019 marks the first year that advisors report consolidating the number of ETF providers they use

New report exploring consumer attitudes – from fear to excitement – regarding the adoption of autonomous vehicles (AVs).

New study offers digital financial services industry a deep look into causes of growth slump and highlights potential solutions

As business owners articulate a positive outlook on their local economies, an opportunity is opening for utilities to step in as trusted business advisors.

DC plan sponsors value trustworthiness the most when considering a provider—even more so than fees, investment flexibility and product innovation.

Stronger Community and Communication Skills are Building Utility Trust - 32 Utilities Named Most Trusted Brands

Leading Human Behavior and Analytics Firm Brings Clients Unique Perspectives to Drive Their Businesses Forward

An experienced automotive consultant, Mike Dovorany joins our ever-growing Automotive Team as vice president in our Irvine, CA office.

Renewable energy is now the dominant customer choice for the nation's power supply. Over 40% of consumers now prefer renewable utility generation as a first or second choice compared with just 25% last year.

Demand for active fixed income is on the rise in the institutional market, and PIMCO is not the only firm that's poised to benefit.

Financial advisors looking to invest client assets in annuities rank Jackson National, Lincoln Financial Group and Pacific Life in their top five across three types of annuities. However, the leader and subsequent rankings vary by product category, as advisors are influenced by different factors when considering each product type.

Despite a two-point drop in the average net promoter score (NPS) of Texas retail electric providers (REP), five REP standouts post NPS of at least twice the market average.

Despite the strength and fit of an investment strategy, an asset manager's marketing and sales teams can make or break institutional success.

Signaling the need for a shift in utility priorities, 65% of businesses would like their utility to invest in activities that support building local communities and energy consumption management programs, while 62% of businesses do not believe utility investments toward improving reliability or service operations are a priority.

Thirty-three utilities have been designated 2018 Customer Champions among residential customers, an annual honor given to gas, electric and combination utilities that exhibit exceptional performance in Brand Trust, Service Satisfaction and Product Experience.

DC advisors are managing fewer plans, on average, but as the asset size of those plans is trending higher, it's impacting the support they need.

Vanguard, Fidelity and PIMCO earn the strongest purchase consideration from RIAs, one of the only advisor segments that's growing, again this year. Despite a heightened industry focus on targeting this elite group, Charles Schwab Investment Management is the only firm to achieve a significant increase in purchase consideration.

Texas retail electric providers (REPs) are hitting a home run when it comes to brand trust. Market Strategies announces nine Texas REPs as Most Trusted Utility Brands for 2018.

In the highly competitive 401(k) market, it's tempting for plan providers to aim for mega plan conversions. However, new data suggest that plan providers would be better off focusing sales efforts on small and mid-sized plans.

New research reveals that millennial women, despite their own uncertainty, outperform millennial men in their knowledge of financial and insurance terms.

The merger is part of an acquisition of both firms by STG, a Palo Alto, California-based private equity firm.

Morpace won the Smart Community Prize for our DataDialogue | Park app concept to help long-haul truck drivers find parking.

DataDialogue| Pulse, Powered by Morpace, designed for fleet professionals to improve corporate profitability, was unveiled at Geotab Connect, in Toronto, Canada, from June 11, 2018 to June 13, 2018.

Morpace Senior Director of Client Services Greg Swando will moderate a consumer panel on “Beyond Early Adopters – Driving EVs Into The Main Stream” on June 7, 2018.

According to the latest data from Cogent Reports , ETF providers are poised to capture a bigger slice of affluent investors' assets

Comcast launched Xfinity Mobile in May 2017, and it's clear that its venture into the coveted “Quad Play” space is paying off, both as a wireless service and as a tool that enhances Comcast's core Xfinity Internet and TV businesses.

Morpace Automotive Vice President Dania Rich-Spencer presents “Improving Asset Utilization & Profitability for a Long-Haul Trucking Company” at Wayne State University Big Data & Business Analytics Symposium on March 23, 2018.

New study finds consumers who understand IoT technologies want more regulation. The study identifies diverging points of view between two emerging groups of consumers and workers in the IoT market.