investment advisor
Financial guidance professional
An investment advisor is a professional who provides guidance on financial matters—recommending stocks, bonds, mutual funds, or other securities to clients.
The term covers both registered advisors bound by fiduciary duty and salespeople pushing products for commission: She hired an investment advisor to manage her retirement portfolio.
Also spelled investment adviser, the legal term in U.S. regulations.
- financial plannerProfessional managing personal finances
- fiduciaryAgent bound by loyalty
- diversificationExpanding into varied areas
- retireesPeople finished working permanently
- portfolio managerDirects investment holdings
retirement planning · asset allocation · financial analyst · risk management · trustee · corporate executives · value investing · bull market · bear market · duty of care · suitability · licensing exams · executor · advice · pension funds · endowments · suit · beneficiary
- advisorspolicy advisors, consultant, adviser, think tanks, counsel
- professionalsdoctor, nurse, lawyer, engineer, dentist
- finance jobsaccountant, banker, broker, trader, auditor
- Financial Advisorsfinancial planner, financial consultant, CFP, wealth manager, fiduciary
- money managersfund manager, portfolio manager, asset manager, wealth manager, hedge fund manager
- traderstrader, merchant, retailer, vendor, dealer
investment advisorspendthrift
Reckless with money
debt collector · liquidator · bankruptcy attorney · consumer · borrower
investment advisorcon artist
Professional fraud perpetrator
fraudster · scammer · swindler · Bernie Madoff · loan shark