Options for Institutional Advisors Are Not Nearly as “Institutional” as One Might Think
By Mindy Diamond – WealthManagement.com – With all of the high-profile movement going on in the financial advisor landscape, one area of practice that seems to capture less of the limelight is the institutional advisory space. While institutional advisors—those whose clients are charitable organizations, corporations, retirement plans, Taft Hartley plans, municipalities, government entities and the like—represent a relatively small percentage of the financial advisor population at large, they typically have very successful businesses and are highly coveted by the competition.
