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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.
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.
This page was last edited on 3 November 2005, at 08:43 (UTC).; Text is available under the Creative Commons Attribution-ShareAlike 4.0 License; additional terms may apply.
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 ...