Financial adviser
(redirected from Financial advisors)Financial adviser
A professional offering financial advice to clients for a fee and/or commission.
Copyright © 2012, Campbell R. Harvey. All Rights Reserved.
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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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* The number of fee-based financial advisors served by custodians will reach 27,000 by 2016, up 30 percent from 2011;
Five years ago, the concept of individual investment in real estate had not even appeared on financial advisors' radar screens.
There is no comprehensive listing of black financial advisors. The newly formed Association of African American Financial Advisors (www.quad-a-association.com/home.htm), however, may be helpful.
Wells Fargo has a network of 850 financial consultants, while American Express Financial Advisors has a field force of more than 11,300.
McQueen Financial Advisors has announced it has agreed to acquire Balance Sheet Solutions' Investment Advisory and Asset Liability Management (ALM) services from Alloya Corporate Federal Credit Union, the company said.
Wells Fargo Advisors Financial Network, the independent brokerage arm of Wells Fargo & Co, announced that their 1,250 independent financial advisors are now Financial Services Institute members.
Cleveland, OH, February 28, 2014 --(PR.com)-- Cleveland-based Creekside Financial Advisors, LLC announced today that Aaron Kamat has joined its team of financial advisors as a Partner.
More than half of financial advisors do not speak regularly to their clients about life insurance, according to a new survey.
Wealthbox, a provider of CRM technology for financial advisors, has announced LPL Financial has selected Wealthbox for inclusion in LPL's vendor affinity program, the company said.
DOWNERS GROVE -- D3 Financial Counselors, a division of Rockford-based Savant Capital Management, has been recognized as one of Chicago's best financial advisors for 2019.
Timonium-based financial services firm Brotman Financial Group Inc., announced Tuesday the launch of BFG Financial Advisors, its first subdivision offering wealth management services to multi-generational families.
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