This 12-year old study provides an annual synopsis of the RIA marketplace. The result is a 40-page book that contains survey results from over 300 firms on topics relevant to advisors - financials, investment usage, marketing, customer relations, operations, technology and more.
The 2010 Rydex|SGI Annual AdvisorBenchmarking Study showed that the majority of investment advisors (71%) surveyed advocate using alternatives for their clients, with 19% of advisors having at least half their clients invested in alternative investments....More
This 12-year old study provides an annual synopsis of the RIA marketplace. The result is a 40-page book that contains survey results from over 300 firms on topics relevant to advisors - financials, investment usage, marketing, customer relations, operations, technology and more.