investment advisors
Financial planning professionals
Investment advisors are professionals who provide guidance on financial matters—recommending stocks, bonds, mutual funds, and other securities to clients.
They may manage portfolios directly or simply offer advice for a fee.
The term encompasses both registered investment advisors (held to a fiduciary standard) and broker-dealers (held to a suitability standard).
She hired investment advisors to manage her retirement accounts.
- financial plannerProfessional managing personal finances
- fiduciary dutyObligation to act loyally
- stocksOwnership stakes or inventory
- portfolio managerDirects investment holdings
- retirement planningPreparing for post-career finances
nest egg · risk assessment · ethical guidelines · estate planning · tax optimization · trusts · bonds · mutual funds · retirees · hedge funds · pension funds · asset allocation · high net worth · market analysis · bull market · bear market · endowments · options
- finance prosfinancial analysts, stockbrokers, stock brokers, traders, brokers
- securitiessecurities, shares, equities, bonds, stocks
- Brokeragesstockbrokers, brokers, securities, commissions, brokerage fees
- financial institutionsbanks, central bank, commercial banks, merchant bank, credit unions
investment advisorsretail investors
Non-institutional securities buyers
investment advisorscon artists
People who cheat others
fraudsters · scammers · swindlers · embezzlers · bookies
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