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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 ...
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 ...
Independent financial advisers ( IFAs) are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market. The term was developed to reflect a United Kingdom (UK) regulatory position and has a specific UK meaning, although it has been adopted in other parts ...
The financial advisor is responsible for providing value for the fees.” He adds, “Truly, the goal should be to feel like the advice and service received are worth more than the costs of the ...
Registered investment adviser. A registered investment adviser ( RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely ...
A financial advisor may hold a number of different professional designations, such as certified financial planner (CFP) or chartered financial analyst (CFA), while accountants typically hold the ...
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