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  2. Do I Need a Financial Advisor or Insurance Agent? - AOL

    www.aol.com/finance/financial-advisor-insurance...

    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 ...

  3. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    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.

  4. Banking agent - Wikipedia

    en.wikipedia.org/wiki/Banking_agent

    Banking agent serving customer in Kenya. A banking agent is a retail or postal outlet contracted by a financial institution or a mobile network operator to process clients’ transactions. Rather than a branch teller, it is the owner or an employee of the retail outlet who conducts the transaction and lets clients deposit, withdraw, transfer ...

  5. Stockbroker - Wikipedia

    en.wikipedia.org/wiki/Stockbroker

    A stockbroker is an individual or company that buys and sells stocks and other investments for a financial market participant in return for a commission, markup, or fee.In most countries they are regulated as a broker or broker-dealer and may need to hold a relevant license and may be a member of a stock exchange.

  6. Benefits of independent insurance agents - AOL

    www.aol.com/finance/benefits-independent...

    While an independent agent has a legal duty to act in the best interest of their client, there might be a conflict of interest for the agent if one insurance provider pays a higher commission than ...

  7. Agency cost - Wikipedia

    en.wikipedia.org/wiki/Agency_cost

    Bonding costs: Costs borne by the agent to build trust with their principal, such as costs associated with obtaining insurance, posting performance bonds, and other forms of financial assurance. [6] Bonding costs may include contractually limiting the agent's decision making powers, or increasing the transparency of the agent's decision. [4]

  8. Broker-dealer - Wikipedia

    en.wikipedia.org/wiki/Broker-dealer

    In financial services, a broker-dealer is a natural person, company or other organization that engages in the business of trading securities for its own account or on behalf of its customers. Broker-dealers are at the heart of the securities and derivatives trading process.

  9. Low-commission Realtors and discount agents: What’s ... - AOL

    www.aol.com/finance/low-commission-realtors...

    Traditional wisdom holds that the typical real estate agent’s commission is somewhere between 2.5 and 3 percent of the home’s sale price for each agent involved in the transaction.