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A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice.
"Advisor" and "adviser" are two terms used interchangeably when referring to someone who gives financial advice. While the former is more commonly used, the federal law that established how ...
This is a different standard of care, but most consumers are unaware of the difference, as any of these professionals may call themselves a financial advisor. In some instances a firm may be "dual registered", meaning they are a registered investment adviser along with being registered as a broker-dealer. In that case they may provide advice ...
A financial fiduciary need not cost more than a financial advisor. Financial advisors may be paid a flat fee per job, an hourly rate or a percentage of assets under management. In contrast, a ...
The term financial advisor is a generic one that can encompass many different financial professionals, although it most commonly refers to brokers (individuals or companies that buy and sell ...
A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: