A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries...
30 KB (3,370 words) - 14:50, 13 November 2024
independent financial advisers (IFA) is a professional who offers independent advice on financial matters to their clients and recommends suitable financial products...
8 KB (867 words) - 22:34, 16 September 2024
planning In the UK, this person is known as a financial adviser Fee-Only financial advisor, a financial advisor compensated only by clients and accepting...
12 KB (1,202 words) - 23:54, 28 October 2024
Irving Leonard (December 28, 1915 – December 13, 1969) was an American financial adviser to Hollywood film stars of the 1950s and 1960s and an associate film...
5 KB (530 words) - 21:00, 17 October 2024
Stockbroker (category Financial services occupations)
a financial advisor and investment manager. In this case they may also be licensed as a financial adviser such as a registered investment adviser (in...
18 KB (1,889 words) - 01:34, 25 September 2024
November 2012) was an English executive in the motor industry and then a financial adviser. He was the younger brother of director and actor Richard Attenborough...
4 KB (217 words) - 06:49, 4 October 2024
Alvin Hall (section Financial adviser)
Alvin Donald Hall (born June 27, 1952) is an American financial adviser, author, and media personality. Hall studied for a Bachelor of Arts in English...
5 KB (417 words) - 16:56, 24 September 2024
The Chartered Financial Planner is a qualification for professional financial planners and financial advisers awarded by the Chartered Insurance Institute...
7 KB (703 words) - 03:14, 4 October 2024
financial analyst in 1999. The next year, he moved to Los Angeles to work at Merrill Lynch & Co. as a private wealth adviser. According to Financial Industry...
17 KB (1,389 words) - 23:49, 1 November 2024
Investment Adviser Representatives (IARs). Registered investment adviser firms receive compensation in the form of fees for providing financial advice and...
17 KB (2,075 words) - 20:36, 24 August 2024
Motley Fool Singapore in 2013. The business closed in October 2019 citing financial regulations making it impossible to grow the business further. Following...
2 KB (251 words) - 23:06, 19 December 2023
Financial independence is a state where an individual or household has accumulated sufficient financial resources to cover its living expenses without...
16 KB (1,896 words) - 04:36, 17 October 2024
of Adviser Insights Inc. The financial adviser standards and ethics authority was founded by the government of Australia after the then Financial Services...
17 KB (1,884 words) - 22:35, 16 September 2024
investment advisor Certified Financial Planner Chartered Financial Planner Family planning Financial adviser Financial plan Financial planning (business) Life...
18 KB (1,919 words) - 13:36, 6 April 2024
worked as a carpenter/joiner, a teacher, and most recently, as a financial adviser. He was defeated for reelection in 2007 by Labor's Sid Sidebottom...
2 KB (150 words) - 05:07, 20 November 2023
Joseph Dodge (section Financial adviser to MacArthur)
plan, widely known as the "Dodge Line", in December 1948, as the financial adviser to the Supreme Commander for the Allied Powers (SCAP), General Douglas...
17 KB (2,269 words) - 07:11, 21 April 2024
or Lay Hoon Chan (born 1964) is a Singaporean sports executive and financial adviser. She has twice been appointed the President of the Spanish football...
5 KB (464 words) - 06:18, 21 October 2024
Yunus ministry (redirect from Muhammad Yunus as Chief Adviser of Bangladesh)
Yunus and his council of advisers at Bangabhaban on 8 August 2024. The cabinet currently consists of 1 Chief Adviser, 22 Advisers and 8 Special Positions...
109 KB (4,645 words) - 08:25, 18 November 2024
financial services, such as banks, building societies, insurance companies, investment firms, financial advisers and finance companies. The Financial...
38 KB (4,215 words) - 13:38, 1 November 2024
Davies, who created and starred in the show. He played strait-laced financial adviser Brian, a friend of Davies' character. In 2015, he wrote physical comedy...
13 KB (946 words) - 23:07, 13 November 2024
receiving annual returns. Beginning December 31, 2012, independent financial advisers (IFAs) are legally obliged to follow Retail Distribution Review (RDR)...
26 KB (2,387 words) - 16:20, 23 September 2024
new account opening, card-based bill pay and so on. Independent financial advisers are another group on which account aggregators began focusing their...
6 KB (690 words) - 03:22, 9 June 2024
which granted greater levels of credit to financial institutions. During this period the use of financial brokers between borrowers and lenders increased...
33 KB (4,002 words) - 02:25, 17 April 2024
Commission (remuneration) (category Financial economics)
investment is made directly through a financial adviser, TC is generally kept by the adviser. A financial adviser should act purely in the investors' best interests...
11 KB (1,233 words) - 10:32, 25 January 2024
directed by Steve Zuckerman. The Los Angeles Times said his portrayal of financial adviser Dick had "malevolent gusto that Satan himself might envy". Beginning...
37 KB (3,055 words) - 03:06, 19 November 2024
Robo-advisor (category Financial technology)
Robo-advisors or robo-advisers are financial advisers that provide financial advice and investment management online with moderate to minimal human intervention...
15 KB (1,386 words) - 23:59, 17 November 2024
precinct Chip Zien as Katz, a pathologist Paulo Costanzo as Ray Halle, financial adviser to Andrea and her mother Ned Eisenberg as Lawrence Felder, a judge...
45 KB (2,069 words) - 03:43, 18 November 2024
fully satisfying the qualifications to register as an investment adviser or financial analyst. The Capital Market Authority (CMA) recognizes CFA charter-holders...
46 KB (4,825 words) - 21:29, 16 November 2024
Archived from the original on 2016-03-04. Retrieved 2015-06-03. "Financial Adviser and Placing Agent" (PDF). Aseana Properties Limited. Retrieved January...
8 KB (566 words) - 03:33, 10 September 2024
Wilhelm Hauff based on the early 18th century German Jewish banker and financial adviser Joseph Süß Oppenheimer. In Hauff's novella, Joseph Süß Oppenheimer...
2 KB (160 words) - 22:43, 17 November 2024