Talk:Institutional investor

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undated comment/prose (pre july 2012)

The pressures on individual investors have never been greater, with more in-vestment choices available, more account types, more awareness of risk management and mitigation principles, and more diverse planning theories and horizons. While the investors at the top end of the spectrum worry about managing many, many concerns, all investors face most of the same issues at varying levels of intensity. We believe that financial services institutions focused on the retail investor will only be successful by becoming one of the preferred, trusted advisors for their clients' personal financial portfolios.

In this study, we look at how successful financial services institutions focused on individual investors will position their relationship-management and service-delivery capabilities over the next 12–18 months to help their frontline professionals meet their clients' needs and achieve "trusted advisor" status — Preceding unsigned comment added by 59.103.15.122 (talk) 08:50, 2008 March 3 (UTC)

hey whatsup

i think its great article —Preceding unsigned comment added by 131.220.74.16 (talk) 20:26, 19 February 2010 (UTC)[reply]

Wiki Education assignment: Research Process and Methodology - SU24 - Sect 200 - Thu

This article was the subject of a Wiki Education Foundation-supported course assignment, between 22 May 2024 and 24 August 2024. Further details are available on the course page. Student editor(s): Garnix L (article contribs).

— Assignment last updated by Zq2197 (talk) 04:29, 17 August 2024 (UTC)[reply]