All you need to know about financial advisors, the professionals who specialize in helping people manage their finances.
Financial advisors provide expertise around money matters, personal finances, and investments. Browse Investopedia’s expert-written library to learn more.
Financial advisor Occupation Names Registered representative, financial advisor, investment advisor representative, private banker, attorney, insurance producer, insurance agent, accountant...
Standards' definition of 'financial planning'. Planning [edit] When drafting a financial plan, the company should establish the planning horizon, [10] which is the time period of the plan...
Financial advisors are responsible for every aspect of their customer's financial life, from estate planning to tax planning to saving for retirement, and more.
What Is Financial Literacy? Financial literacy is the ability to understand and effectively use various financial skills, including personal financial management, budgeting, and investing....
Understanding Registered Investment Advisors (RIAs) As noted above, a registered investment advisor is a financial professional or financial services company that offers clients investment...
There may be an expectation that the advisor remains continuously abreast of all financial laws at international, national, and local levels that might apply to the clients they work with...
What Is a Chartered Financial Analyst? ; A chartered financial analyst, or CFA, is someone who has completed the CFA Institute's CFA Program, acquired the program's experience requirements, and passed the rigorous three-part CFA exam to demonstrate expertise in investment tools, valuation, portfolio management and wealth planning. The CFA is considered one of the hardest certifications to obtain in the financial industry. Only about 45% of candidates make it through all three exams. For financial professionals who aspire to an analytic role, yo ...
A financial advisor is a professional who provides advice for managing finances and reaching specific financial goals. Here's how to find a financial advisor.