Financial adviser


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Financial adviser

A professional offering financial advice to clients for a fee and/or commission.
References in periodicals archive ?
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.
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.
CPA financial advisers can enhance client service by using software programs, online services and application service providers for financial planning, asset allocation, portfolio management, data and research services, and more.
Perspective II is the most successful unbundled VA sold in the independent adviser distribution channel, and both financial advisers and their clients appreciate the flexibility it provides," said Clifford Jack, JNL's executive vice president and chief distribution officer.

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