independent financial advisor

independent financial advisor
independent financial advisor ( IFA)
An investment adviser who must consider to survey the whole financial services market for a product that best suits your particular circumstances. They are bound by their profession's rules to give independent advice. Financial Services Glossary

Financial and business terms. 2012.

Поможем написать курсовую

Look at other dictionaries:

  • independent financial adviser — ➔ adviser * * * independent financial adviser UK US noun [C] (UK ► FINANCE a person who gives advice about and sells investments, insurance and other financial products but who does not work for a bank or insurance company: »We recommend you… …   Financial and business terms

  • Financial adviser — Personal finance Credit and debt Pawnbroker Student loan Employment contract Salary Wage Em …   Wikipedia

  • Financial advice — is advice given in relation to financial matters such as investing, insurance, borrowing, saving and retirement planning. Professionally, the advice is given only after the financial situation of the client is unveiled through a thorough fact… …   Wikipedia

  • financial — fi‧nan‧cial [fˈnænʆl, faɪ ] adjective FINANCE related to or involving finance or money: • The law barsfinancial transactions between American corporations and countries accused of supporting terrorism • Hong Kong s financial system see also… …   Financial and business terms

  • Financial planner — A financial planner or personal financial planner is a practicing professional who helps people deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: cash flow management,… …   Wikipedia

  • Financial Management Advisor — The Financial Management Advisor (FMA) is a made in Canada professional designation of the Canadian Securities Institute (CSI), the official educator of the Canadian securities industry. The FMA is a personal financial planning designation… …   Wikipedia

  • Investment advisor — An investment advisor (or investment adviser) is an individual or firm that advises clients on investment matters on a professional basis. They tend to fall into two distinct categories: * investment advisors offering direct financial advice to… …   Wikipedia

  • LPL Financial — Infobox financial company name = LPL Financial company company type = Private company slogan = foundation = 1989 location = 9785 Towne Centre Drive San Diego, CA 92121 key people = Mark Casady, CEO locations = 5,475 num employees = 2,600 num… …   Wikipedia

  • Convoy Financial Services — Holdings Limited (Chinese: 康宏理財控股有限公司, SEHK: 1019) is a member of Convoy Financial Group. Through its wholly owned subsidiary, Convoy Financial Services Limited (Chinese: 康宏理財服務有限公司), the company is an Independent Financial Advisor (IFA) in… …   Wikipedia

  • Commonwealth Financial Network — Type Private Industry Financial Services Founded 1979 Headquarters 29 Sawyer Road Waltham …   Wikipedia

Share the article and excerpts

Direct link
Do a right-click on the link above
and select “Copy Link”