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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Fees should be discussed before signing an agreement with a financial adviser. Ask each adviser you interview how they earn their money.
The adviser, A, has been registered as an AFA to provide Financial Adviser Services from March 2011.
Synopsis: In the U.S., 65% of investors say they prefer a mixture of financial advice from a personal financial adviser and online or digital investing tools.
You could also be an independent financial adviser (IFA), either for a firm of IFAs or on a self-employed basis.
Mr Jackson was previously employed in business banking with HSBC for five years and then with Forester Life as a financial adviser for over two years.
The core of the "Trust" campaign is based on its proprietary research showing that the financial adviser is one of the most trustworthy sources of information for investors.
Machendranathan, Additional Secretary and Financial Adviser, Ministry of Steel as Additional Secretary and Financial Adviser, Ministry of Civil Aviation; E.K.
First Financial Federal Credit Union, Wall, N.J., said it recently hired Louis Paolillo as a financial adviser at its investment and retirement center.
And your financial adviser, as your quarterback, will help you execute the right game strategy to attain your own objectives.
As a financial adviser, you would help clients choose the most suitable financial products and services, such as investments, savings, pensions, mortgages or insurance.
As with many financial service providers in the EU, the definition of financial adviser differs, often significantly, from one country to another.
An example of such an arrangement is where the financial adviser "works for free" up until the time that bonds are issued.
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