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A financial adviser is generally compensated through fees, commissions, or a combination of both. For example, a financial adviser may be compensated in one or more of the following ways: [4] An hourly fee for advisory services; A flat fee, such as $3,500 per year, for an annual portfolio review or $5,000 for a financial plan.
The term "independent financial adviser" was coined to describe the advisers working independently for their clients rather than representing an insurance company, bank or bancassurer. At the time (1988) the UK government was introducing the polarisation regime which forced advisers to either be tied to a single insurer or product provider or ...
Pages in category "Financial advisors" The following 59 pages are in this category, out of 59 total. This list may not reflect recent changes. A. Advocis;
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.
Registered investment adviser firms receive compensation in the form of fees for providing financial advice and investment management. They are required to act as a fiduciary. This is very different from broker-dealers and their representatives, who provide recommendations for a commission. Broker-dealers and their representatives are not ...
Pages for logged out editors learn more. Contributions; Talk; Financial advisers
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