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Stanford International Bank Ltd. The Stanford Financial Group was a privately held international group of financial services companies controlled by Allen Stanford, until it was seized by American authorities in early 2009. Headquartered at 5050 Westheimer in Uptown Houston, Texas, it had 50 offices in several countries, mainly in the Americas ...
Here are six tips to help you choose a trustworthy financial advisor that you can rely on. 1. Identify why you need an advisor. Before you choose an advisor, you’ll want to spend some time ...
Financial advisor is a broader term that describes professionals who assist clients with decisions about investments, money management, financial goals and more. They may concentrate in an area ...
Fiduciary financial advisors act in clients' best interests and disclose conflicts of interest. Here's the definition of fiduciary and why it's important.
A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and ...
National Association of Personal Financial Advisors ( NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only financial advisors and has updated them to reflect changes in industry ...
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