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2. 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.

3. Financial planner - Wikipedia

   en.wikipedia.org/wiki/Financial_planner

   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.

4. Independent financial adviser - Wikipedia

   en.wikipedia.org/wiki/Independent_Financial_Adviser

   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 ...

5. The Different Types of Financial Advisors and Their ... - AOL

   www.aol.com/finance/different-types-financial...

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6. Robo-advisor - Wikipedia

   en.wikipedia.org/wiki/Robo-advisor

   The first robo-advisor Betterment was launched in 2010 as a direct-to-consumer model by Jon Stein. [8] Thereafter, robo-advisors increased in popularity. [9] Before robo-advisers, online portfolio management interfaces existed since the early 2000s and these interfaces were used by financial managers to manage and balance clients' assets.

7. How to choose a financial advisor: 4 tips for finding the ...

   www.aol.com/finance/choose-financial-advisor-6...

   Type of financial advisor. Overview. Robo-advisors – automates the investment process by building an investment portfolio based on your goals and risk tolerance. Typical cost: Typically around 0 ...

8. Financial advisor vs. accountant: What’s the difference? - AOL

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

   A financial advisor helps clients with various aspects of their financial lives, but they’re most often associated with retirement planning. Financial advisors help to build investment ...

9. Adviser - Wikipedia

   en.wikipedia.org/wiki/Adviser

   Financial advisor, also known as a financial planner, a practicing professional who helps people to deal with various personal financial issues through proper planning In the UK, this person is known as a financial adviser