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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.
Financial advisor is a fairly broad term that refers to several different aspects of the financial world. Here are some of the tasks that may fall under the umbrella of financial advising.
An independent financial advisor is similar to any other type of financial advisor — the advisor provides clients with financial advice, recommendations and products.
A financial advisor can help you with any number of planning needs, from retirement savings to tax consequences to basic financial strategies. But this type of financial advice doesn’t come ...
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:
Financial advisor is a broad term that describes professionals who assist clients with decisions about investments, money management, financial goals and more.
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