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undated comment/prose (pre july 2012)Edit

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

hey whatsupEdit

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

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