About the Author
Marc Zeitoun, CFA, Rydex|SGI
Marc Zeitoun, CFA is managing director and head of intermediary distribution at Guggenheim Investments. He can be reached at marc.zeitoun@guggenheiminvestments.com.
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By Marc Zeitoun, CFA, Rydex|SGI |
April 10, 2012
Rydex AdvisorBenchmarking survey finds advisors are focusing on better defining their services to help differentiate themselves.
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By Marc Zeitoun, CFA, Rydex|SGI |
March 14, 2012
The latest AdvisorBenchmarking report indicates that while a sizeable number of advisors surveyed say they currently use social media, most do not—mainly because of uncertainty around navigating compliance issues
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By Marc Zeitoun, CFA, Rydex|SGI |
February 9, 2012
Rydex|SGI AdvisorBenchmaking's latest report shows the many demands on advisors’ time and how they manage it as well as the mix of services they offer.
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By Marc Zeitoun, CFA, Rydex|SGI |
January 12, 2012
According to the latest Rydex|SGI AdvisorBenchmaking report, fees (47%) and specific benchmark exposure (44%) were the most commonly cited reasons for using ETFs in 2011.
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By Marc Zeitoun, CFA, Rydex|SGI |
December 8, 2011
The latest AdvisorBenchmarking survey shows big increases in advisor use of face-to-face meetings and telephone calls with clients, while they remain skittish on social media.
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By Marc Zeitoun, CFA, Rydex|SGI |
November 9, 2011
The most recent Rydex|SGI AdvisorBenchmarking survey suggests that many advisors are infusing themselves with a more sophisticated range of resources to offer clients, which in turn helps keep them calm and loyal during unstable market conditions.
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By Marc Zeitoun, CFA, Rydex|SGI |
October 12, 2011
The latest AdvisorBenchmaking survey screened advisory firms for growth rate, profitability and range of services offered—measures we believe define a quality firm.
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By Marc Zeitoun, CFA, Rydex|SGI |
September 8, 2011
More than half of advisors plan to increase use of ETFs in the next three years, according to the latest Rydex|SGI poll, but many advisors still need more education on their benefits.
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By Marc Zeitoun, CFA, Rydex|SGI |
August 10, 2011
Advisors—accustomed to putting their clients’ interests first—are keeping the needs of their business top of mind.
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By Marc Zeitoun, CFA, Rydex|SGI |
July 14, 2011
First look at findings of annual RIA survey confirms widespread acceptance, suggests ways for advisors to add alts to client portfolios.