Fees should be discussed before signing an agreement with a
financial adviser. Ask each adviser you interview how they earn their money.
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.