Financial adviser

A financial adviser (or advisor) is a professional who renders financial services to clients. According to the U.S. Financial Industry Regulatory Authority (FINRA), terms such as financial adviser and financial planner are general terms or job titles used by investment professionals. FINRA describes the main groups of investment professionals who may use the term financial advisor to be: brokers, investment advisers, accountants, lawyers, insurance agents and financial planners.Additionally, it's key for financial advisors to understand how increasingly important investors are to the continued success of their firms.

Role

Financial advisors typically provide clients/customers with financial products and services, depending on the licenses they hold and the training they have had. For example, an insurance agent may be qualified to sell both life insurance and variable annuities. A broker may also be a financial planner. A financial advisor may create financial plans for clients or sell financial products, or a combination of both.

Financial Advisor (magazine)

Financial Advisor is a financial services magazine which delivers market information for financial advisors. Its articles focus on strategies and management advice for advisors of affluent clients. Its targeted readership includes financial planners, investment advisors, and broker-dealers.

Financial Advisor is published by Charter Financial Publishing Network,Shrewsbury, New Jersey and has a circulation of 105,000 copies. The magazine is headquartered in Shrewsbury, New Jersey.

References

External links