Apr 12, 2021 · A financial advisor is an educated investment professional who helps people and businesses set and meet long-term financial goals.

Oct 1, 2019 · A managed account is an investment account in which a financial advisor or other kind of money manager is responsible for managing in the best interests…

Aug 8, 2020 · What Is the Series 65? Administered by the Financial Industry Regulatory Authority (FINRA) and designed by the North American Securities Administrators Association (NASAA), the …

Jan 21, 2021 · What is a Registered Investment Advisor (RIA)? A Registered Investment Advisor (RIA) is an investment manager who is registered with the Securities Exchange Commission (SEC) and …

Jan 21, 2021 · An investment advisor makes investment recommendations to clients and can also be known as a financial advisor.

Oct 1, 2019 · In the first instance, a financial advisor or financial services company provides investment management by coordinating and overseeing a client's financial portfolio -- e.g., investments, …

Oct 6, 2020 · What are Basis Points (bps)? A basis point is the smallest measure used in quoting yields on fixed income products. Basis points also pertain to interest rates. One basis point is equal to one …

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Oct 1, 2019 · What's the difference between wealth management and investment management? This wealth management definition explains what you need to know.

Oct 1, 2019 · Passive management is an investment strategy whereby an investor or financial advisor makes long-term investments in certain securities and is not influenced by short-term market …