Financial adviser
Professional who renders financial services to clients
📊 Rating
2 news mentions · 👍 0 likes · 👎 0 dislikes
📌 Topics
- Financial Markets (1)
- Artificial Intelligence (1)
- Technology Disruption (1)
- Personal Finance (1)
- Education (1)
- Social Policy (1)
🏷️ Keywords
Wealth management (1) · Altruist (1) · Share prices (1) · Financial advisors (1) · AI technology (1) · LSE (1) · Tax strategies (1) · Price comparison sites (1) · Martin Lewis (1) · Student loans (1) · Debt repayment (1) · Wales education (1) · Financial advice (1) · Graduate tax (1) · Interest rates (1)
📖 Key Information
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.
Relationships between clients and financial advisors can be characterized by principal-agent problems, as financial advisors may possess information and conflicts of interest that lead to dishonest advice and misconduct.
📰 Related News (2)
-
🇬🇧 UK wealth manager and price comparison site shares fall amid AI fears
<p>Drop comes as AI firm Altruist launches service that helps advisers create personalised tax strategies</p><ul><li><p><a href="https://www.theguardi...
-
🇺🇸 Martin Lewis has warned against overpaying student loans - but these graduates are
Campaigners have criticised the terms of loans that were issued in England and still exist in Wales....
🔗 Entity Intersection Graph
People and organizations frequently mentioned alongside Financial adviser:
- 🌐 Wealth management (1 shared articles)
- 🌐 Altruism (1 shared articles)
- 🌐 Share price (1 shared articles)
- 👤 Martin Lewis (1 shared articles)
- 🌐 Student loan (1 shared articles)