Search results
Results From The WOW.Com Content Network
A financial advisor can help you create a strategic plan for managing your money. Part of that plan might include buying insurance, something that an insurance agent can also help with.When ...
Both spellings, advisor and adviser, are accepted and denote someone who provides advice. According to one textbook, adviser and advisor are not interchangeable in the financial services industry, since the term adviser is generally used "when referring to legislative acts and their requirements and advisor when referring to a practitioner ...
An insurance broker is an intermediary who sells, solicits, or negotiates insurance on behalf of a client for compensation. An insurance broker is distinct from an insurance agent in that a broker typically acts on behalf of a client by negotiating with multiple insurers, while an agent represents one or more specific insurers under a contract.
Many industry groups have been used for academic research, while looking at professional services firms, making a clear definition hard to attain. Some work has been directed at better defining professional service firms (PSF). In particular, Von Nordenflycht generated a taxonomy of professional service firms, defining four types: [3]
Financial advisors help to build investment portfolios for different goals and may also assist with things like budgeting, insurance, tax strategy, estate planning and more.
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 ...
In 2013, 80% of the top 10 M&A deals included independent advisors. [8] In March 2013 Fortune wrote of the purported competitive advantages independent advisory firms face. [3] The WSJ noted in April 2014 that "investors and clients are drawn to nimbler firms with less-complicated business models and fewer regulatory barriers ...
Military advisors, a form of military support; Technical advisor, an expert in a particular field of knowledge, hired (for example) to ensure that some area of knowledge is portrayed accurately in a movie; Technical design advisor, a person in charge of advising in technical aspects of information-technology design