Search results
Results from the WOW.Com Content Network
An investment adviser is defined by the Securities and Exchange Commission as an individual or a firm that is in the business of giving advice about securities. However, an RIA is the actual firm, while the employees of the firm are called Investment Adviser Representatives (IARs). Registered investment adviser firms receive compensation in the ...
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.
BALFIN Group is one of the most important and successful investment groups in the Western Balkans region. BALFIN Group was founded in 1993 in Vienna by Samir Mane , and today is present in Austria , Albania , Kosovo , Bosnia and Herzegovina , North Macedonia , Montenegro , Switzerland , Croatia , Netherlands , and in the United States of America .
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.
An independent financial advisers (IFA) is a professional who offers independent advice on financial matters to their clients and recommends suitable financial products from the whole of the market. The term was developed to reflect a United Kingdom (UK) regulatory position and has a specific UK meaning, although it has been adopted in other ...
Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...
Advisory services usually explain their investment theses to their customers and propose assets (such as stocks) that they view will appreciate over time.Advisers typically provide ongoing advice about buying, selling and/or holding investments and will monitor the performance of your investments and their alignment with the buyer's overall investment objectives.
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;