Thom Hollis Works as a Financial Advisor for TD Bank

Multiple Choice

Thom Hollis works as a financial advisor for TD Bank Financial Group. His job involves providing investment advice to many clients, in person or on the phone, and writing many letters and e-mails. He has an appointment tomorrow with Ji-Wan, a client, to review her personal investment portfolio. Before she comes in, Thom has to review her profile, decide what changes to suggest, and put together a proposed portfolio. He has a recent finance diploma, but because he is still relatively new to his job, he wants to collect as much information as he can on appropriate investments for her, so he decides to send an e-mail to Alyson, his manager, to see if she has any suggestions or advice. Besides preparing for his meeting with Ji-Wan, Thom has several other tasks he must work on.
-When Thom takes a coffee break, he finds two colleagues in the coffee room. He asks them to spend a few minutes to help him brainstorm some possible investments for someone in Ji-Wan's financial position. What kind of research does your text say Thom is doing?

A) manual searching
B) formal research
C) informal research
D) scientific research using controlled variables