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Retail + Institutional = 2010 Priority... for real this time!

by Mike Ma

Last week, I delivered a keynote address at the Institutional Investor Institute's Senior Delegate Forum, and I wanted to share the slides with our blog community. My message to this audience, consisting mostly of people from the institutional side of the business, was clear. Given that our blog's primary readers are retail, let me summarize my points and why they should matter to you.

1. The merging of retail and institutional is happening now and you need to care
2. Retail is responding to this but it isn't happening fast enough
3. Real financial and organizational changes are happening right now
4. Institutional organizations are well-positioned to move in on this opportunity

My desire is not to create internal competition. My point is that the walls between these organizations should come down if they want to get in on this opportunity before someone else does.

I would love any comments, or thoughts from the community. Please call or email me to discuss!