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"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 ...
Financial advisor is a broad term that describes professionals who assist clients with decisions about investments, money management, financial goals and more. They may concentrate in an area like ...
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.
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 ...
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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 ...
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