Financial adviser
Also found in: Wikipedia.
Financial adviser
A professional offering financial advice to clients for a fee and/or commission.
Also found in: Wikipedia.
Mentioned in
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- Abandonment option
- Account Aggregation
- Authorized Financial Adviser
- Best, Alfred M. and Company
- Book of Business
- broker
- call watch
- Commission-only compensation
- Fee-based compensation
- Fee-only compensation
- full trading authorization
- Investment Advisers Act
- Management fee
- Million Dollar Round Table
- Mutual fund
- Sales charge
- Securities and Futures Authority
- split commission
- State guaranty funds
References in periodicals archive
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This fact--coupled with challenging stock market conditions--makes having a trusted financial adviser, to help navigate clients through complex options, more important than ever.
Every family or business associate receives exactly what is expected and promised when a financial adviser delivers the proceeds from the client's life insurance policy.
From the high-net-worth financier to the parents saving up for college to the retiree casting for a fishing boat, it all depends on what a client is looking to get out of an experience, according to Kevin Wright, a financial adviser and retirement planner for the Encino office of Wachovia Securities.
Prior to KnowHow, Barlow had nearly 18 years of experience as a financial adviser, sales trainer and 401(k) wholesaler for several premier financial services companies, including Prudential Financial, John Hancock, and Merrill Lynch and Company.
Only one in five affluent households said their primary financial adviser asked them for a referral in the past two years.
Your financial adviser will often model potential allocation strategies oriented toward your needs, and ultimately provide you with a personalized recommendation.
However the independent financial adviser market remains small.
With minimal input, Dow Jones Wealth Manager creates highly targeted client-contact opportunities each day from client knowledge the financial adviser already possesses.
PlanAnalytics delivers sales and servicing tools to financial advisers, financial adviser groups and product suppliers.
Skandia Life (UK), Skandia's British subsidiary, has been named Electronic Commerce Insurance Company of the Year 2000 in the Financial Adviser AIFA Awards.
Just as broker-dealers are implementing a fee-based compensation choice, CPA financial advisers have learned that the commission versus fee quandary is a nonstarter.
Jackson National Life Insurance Company(R)'s (JNL's) innovative, unbundled variable annuity, Perspective II(R), was the top-selling variable annuity among independent financial advisers in 2003, according to The Variable Annuity Research & Data Service (VARDS(R)).
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