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Retail Advisor to Institutional Consultant: Challenges for the Transition
Published in Investments & Wealth Monitor, November/December 2011

Retail investment advisors periodically may come across opportunities to work with institutional clients such as foundations, endowments, pensions, and other retirement plans. Although the process an institutional client follows at times may appear to be the same as that of a retail investor, an institutional consultant needs to deal with different nuances when working with institutional client assets. This article focuses on various challenges that a retail advisor faces when transitioning to become an institutional consultant. Read the article.