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Professional who renders financial services to clients
A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries
Financial_adviser
Professional who offers financial advice under specific regulatory laws
independent financial adviser (IFA) is a professional who offers independent advice on financial matters to their clients and recommends suitable financial products
Independent_financial_adviser
American film producer and financial adviser
Irving Leonard (December 28, 1915 – December 13, 1969) was an American financial adviser to Hollywood film stars of the 1950s and 1960s and an associate film
Irving Leonard (financial adviser)
Irving_Leonard_(financial_adviser)
Person with more and deeper knowledge in a specific area
Look up adviser or advisor in Wiktionary, the free dictionary. An adviser or advisor is normally a person with more and deeper knowledge in a specific
Adviser
Professional credential offered by the CFA Institute
fully satisfying the qualifications to register as an investment adviser or financial analyst. The Capital Market Authority (CMA) recognizes CFA charterholders
Chartered_Financial_Analyst
American financial adviser, author, and media personality
Hall has authored several works mainly focused on his work as a financial adviser. In 2024 he wrote Driving the Green Book, published by Harper Collins
Alvin_Hall
Professional who buys and sells shares for others
a financial adviser and investment manager. In this case they may also be licensed as a financial adviser such as a registered investment adviser (in
Stockbroker
Professional organization
2023, the Financial Planning Association of Australia (FPA) merged with the Association of Financial Advisers (AFA) to form the Financial Advice Association
Financial Planning Association of Australia
Financial_Planning_Association_of_Australia
Fictional character from Coronation Street
Introduced on 20 June 2001, Richard initially appears as a respectable financial adviser who begins a relationship with Gail Platt (Helen Worth). He later
Richard_Hillman
Qualification for professional financial planners
Chartered Financial Planner is a British qualification for professional financial planners and financial advisers awarded by the Chartered Insurance Institute
Chartered_Financial_Planner
American banker (1890–1964)
plan, widely known as the "Dodge Line", in December 1948, as the financial adviser to the Supreme Commander for the Allied Powers (SCAP), General Douglas
Joseph_Dodge
British stock market analyst (born 1956)
Motley Fool Singapore in 2013. The business closed in October 2019 citing financial regulations making it impossible to grow the business further. Following
David Kuo (financial media personality)
David_Kuo_(financial_media_personality)
The Association of Professional Financial Advisers or APFA is a trade association made up of financial advisers across the United Kingdom. It is currently
Association of Professional Financial Advisers
Association_of_Professional_Financial_Advisers
American accountant and former money manager convicted of running a Ponzi scheme
authorities in his father's prosecution and continues to work as a financial adviser in Manhattan. In 2015, Starr sued fifty of his former clients, claiming
Kenneth_I._Starr
English motor industry executive (1928–2012)
November 2012) was an English executive in the motor industry and then a financial adviser. He was the younger brother of director and actor Richard Attenborough
John_Attenborough
United Kingdom independent complaints body
businesses providing financial services, such as banks, building societies, insurance companies, investment firms, financial advisers, and finance companies
Financial_Ombudsman_Service
Professional who prepares financial plans for people
Certified Financial Planner Chartered Financial Planner Family planning Professional Financial Advisor Financial adviser Financial plan Financial planning
Financial_planner
American crime drama television miniseries by HBO
precinct Chip Zien as Katz, a pathologist Paulo Costanzo as Ray Halle, financial adviser to Andrea and her mother Ned Eisenberg as Lawrence Felder, a judge
The_Night_Of
American business executive (born 1974)
financial analyst in 1999. The next year, he moved to Los Angeles to work at Merrill Lynch & Co. as a private wealth adviser. According to Financial Industry
Jared_Birchall
Financial license
Hiring new financial advisers or an existing financial adviser is no longer part of business operations "Details of employed financial advisers have changed
Australian Financial Services Licence
Australian_Financial_Services_Licence
Austrian-British banker (1871–1943)
became a naturalized British subject in 1907. Strakosch served as a financial adviser to the South African government, and was the author of the 1920 South
Henry_Strakosch
American firm registration with the SEC
their business. Registered investment adviser firms receive compensation in the form of fees for providing financial advice and investment management. They
Registered_investment_adviser
American politician (born 1955)
and financial advisers to protect seniors and vulnerable adults from financial abuse and fraud. Various organizations, including financial adviser firms
Vicki_Schmidt
Financial program for NFL players
list. A financial adviser is a professional who works on behalf of an individual and provides them with advice to help them reach their financial goals
NFL Player's Association Financial Registration Program
NFL_Player's_Association_Financial_Registration_Program
British financial regulator
receiving annual returns. Beginning 31 December 2012, independent financial advisers (IFAs) are legally obliged to follow Retail Distribution Review (RDR)
Financial_Conduct_Authority
Accumulation of sufficient resources to not need employment
Financial independence is a state where an individual or household has accumulated sufficient financial resources to cover its cost-of-living expenses
Financial_independence
American investment advisor firm
Commonwealth Financial Network is a privately held Registered Investment Adviser–independent broker/dealer in Waltham, Massachusetts, and 110 Plaza in
Commonwealth Financial Network
Commonwealth_Financial_Network
Budgeting and expenses
accountants, financial planners, investment advisers, and lawyers. Monitoring and reassessment: The financial plan is monitored in regular intervals to
Personal_finance
American financial adviser and writer
Howard Joseph Ruff (December 27, 1930 – November 12, 2016) was a financial adviser and writer of the pro-hard money investing newsletter The Ruff Times
Howard_Ruff
Business compliance technology
Government Chief Scientific Adviser, stated that "FinTech has the potential to be applied to regulation and compliance to make financial regulation and reporting
Regulatory_technology
Way of investing money alongside other investors
classes; for example: One class may be sold through a stockbroker or financial adviser with an initial commission (front-end load); such a class might be
Investment_fund
Film production company
It was established in 1967 as The Malpaso Company by Eastwood's financial adviser Irving Leonard for the film Hang 'Em High (1968), using profits from
Malpaso_Productions
Combining data from different accounts
new account opening, card-based bill pay and so on. Independent financial advisers are another group on which account aggregators began focusing their
Account_aggregation
2013 American film
his financial adviser. In addition, he finds himself in a $60,000 lawsuit as a result of bad real-estate investments conducted by his rogue financial adviser
Assault_on_Wall_Street
2009 American film
system isn't working, and crows are eating the cobs. His friend, a financial adviser, is trying to convince him to sell the land albeit for his own convenience
Messengers_2:_The_Scarecrow
American finance and investment writer (born 1947)
William P. Bengen is a retired financial adviser who first articulated the 4% withdrawal rate ("four percent rule") as a rule of thumb for withdrawal
William_Bengen
Form of variable-pay remuneration for services rendered or products sold
investment is made directly through a financial adviser, TC is generally kept by the adviser. A financial adviser should act purely in the investors' best interests
Commission_(remuneration)
Multinational professional services network
Archived from the original on 2016-03-04. Retrieved 2015-06-03. "Financial Adviser and Placing Agent" (PDF). Aseana Properties Limited. Retrieved January
Crowe_Global
British comedian (born 1979)
Davies, who created and starred in the show. He played strait-laced financial adviser Brian, a friend of Davies' character. In 2015, he wrote physical comedy
Mike_Wozniak
American investment and advisory financial services firm
and Ryan Mash. In September 2013, Guggenheim Securities was named a financial adviser to Verizon in connection with its $130 billion acquisition of Vodafone's
Guggenheim_Partners
Software companies of the United Kingdom
back office administration and accounting software to independent financial advisers, mortgage brokers, and general insurance brokers. Durell was formerly
Durell_Software
Service recommending securities
advice about market trends or asset allocation or offer financial planning services. Investment advisers owe a fiduciary duty to their clients and are required
Investment_advisory
Economic service provided by the finance industry
within a larger entity) service clients with financial advisers who serve as both, a broker as well as a financial consultant. Custody services – the safe-keeping
Financial_services
American actor (born 1963)
Bold and the Beautiful. In the late 1990s, McKee began a career as a financial adviser for Merrill Lynch. Young, Candace (November 25, 2016). "Todd McKee
Todd_McKee
Audit, accounting and consulting firm
involved in a controversy regarding a House Oversight Committee request for financial records held by Mazars USA. On 25 February 2021, the Committee reissued
Forvis_Mazars
American financial adviser
for being a senior financial adviser for the Rockefeller family. He also served as a director at many other companies and financial institutions including
J._Richardson_Dilworth
as one of the top three financial advisory firms in the nation over the past decade. In 2010, PRAG was the #1 financial adviser in New York State and California
Public Resources Advisory Group
Public_Resources_Advisory_Group
American consulting firm
AlixPartners is a financial advisory and global consulting firm. Jay Alix founded what became AlixPartners LLP in 1981. The firm has advised on some of
AlixPartners
German politician, banker, and economist (1877–1970)
of the Arab colony in Santiago, Chile, tried to hire Schacht as a "financial adviser" in conjunction with the German-Chilean community. However, the plan
Hjalmar_Schacht
Professional certification
International Investment Analyst Certified Public Accountant Financial Risk Manager Financial adviser List of Securities Examinations Registered Investment Advisor
Certified_Financial_Planner
American financier and child sex offender (1953–2019)
Bear Stearns later helped him establish himself as an independent financial adviser on Wall Street. He remained close to Cayne and Greenberg, and was
Jeffrey_Epstein
American executive (born 1953)
Goodman Manufacturing, a heating and air conditioning company, as a financial adviser to Goodman's founder, Harold Goodman. When Harold Goodman died in
Frank_H._Murray
Plan for the coordination of income and expenses
or a household of people to control their spending and achieve their financial goals. Having a budget can help people feel more in control of their finances
Personal_budget
Government of India Civil Service
having a financial bearing. The head of this division i.e. the Ministry of Defence (Finance) is the Secretary (Defence Finance)/Financial Adviser (Defence
Indian Defence Accounts Service
Indian_Defence_Accounts_Service
American jester and financial advisor of Tonga (born 1955)
America financial advisor to the government of Tonga and court jester of Taufa'ahau Tupou IV, the king of Tonga. He was embroiled in a financial scandal
Jesse_Bogdonoff
Australian actor and comedian (born 1939)
McClymont, Kate; Pilet, Francois (15 April 2013). "Hogan chases his financial adviser and stolen millions". The Sydney Morning Herald. Retrieved 18 April
Paul_Hogan
adult, from UBS's Global Wealth Databook. Wealth includes both financial and non-financial assets. Farther down is a mean-wealth-only table, from the World
List of countries by wealth per adult
List_of_countries_by_wealth_per_adult
American banker and writer (1896–1969)
banker, businessman, and writer. He was well known for being the financial adviser to Franklin D. Roosevelt. His father was banker Paul Warburg, member
James_Warburg
American investment adviser (born 1950)
founder and executive chairman of Fisher Investments, a fee-only financial adviser. Fisher's Forbes "Portfolio Strategy" column ran from 1984 to 2017
Kenneth_Fisher
Financial products enabling ownership of a car
Car finance refers to the various financial products which allow someone to acquire a car, including car loans and leases. Car financing started with
Car_finance
Financial advisory software
Robo-advisors or robo-advisers are financial advisers that provide personalized financial advice and investment management online with moderate to minimal
Robo-advisor
Indian banker
Goyal is an Indian financial adviser, public speaker and disability advocate who is blind. He has worked as a trader at financial institutions including
Ashish_Goyal
2010 French political scandal
tapes allegedly picked up conversations between Bettencourt and her financial adviser, Patrice de Maistre, which indicate that Bettencourt may have avoided
Bettencourt_affair
English actress (born 1985)
family. Her mother is a teacher and her father is a teacher turned financial adviser. At an early age, her family moved to nearby Eccleshill, West Yorkshire
Sophie_McShera
Singaporean sports executive
or Lay Hoon Chan (born 1964) is a Singaporean sports executive and financial adviser. She has twice been appointed the President of the Spanish football
Lay_Hoon_Chan
accountancy, law, human resources, marketing (and public relations), financial control, engineering, science, digital transformation, exit planning or
Business_consultant
British colonial administrator (1881–1955)
recommendation of Lord Norman, Governor of the Bank of England, was appointed Financial Adviser to the Government of Siam in 1925, succeeding W. Williamson, and was
Edward_Mitchener_Cook
Multi-level marketing company
"number one financial adviser" of WGS and never losing a single client for eight consecutive years. Both individuals were barred from Financial Industry
World_Financial_Group
Palestinian-Chilean banker (1894–1954)
tried to hire Hjalmar Schacht, Adolf Hitler's Economy Minister, as a "financial adviser" shortly after World War II, but the plan fell through when it became
Juan_Yarur_Lolas
International strategy consulting firm
to life sciences and pharma, healthcare services, consumer products, financial services, energy and environment, media and entertainment, technology
L.E.K._Consulting
Global management consulting firm
oversaw the GHF work without authorization. It was later revealed by the Financial Times that BCG's work, codenamed Project Aurora, was more extensive than
Boston_Consulting_Group
Men's soccer club in San Francisco, California
Partners in Menlo Park. Rohrer lives in the Lower Haight and is a financial adviser at Wells Fargo. They both played college soccer—Oltmans at Dartmouth
Golden_City_FC
Central Civil Service in India
formulation, the Financial Commissioner, Railways, assisted by Additional Member (Finance), Additional Member (Budget), Adviser (Finance) and Adviser (Accounting
Indian Railway Accounts Service
Indian_Railway_Accounts_Service
English footballer
original on 8 June 2024. Retrieved 9 January 2019. "Footballer turned financial adviser bankrupted". Bridging & Commercial. 5 November 2013. Retrieved 9 March
Richard_Rufus
Consulting firm
services founded in 2003 by serial technology entrepreneur, Paul G. Lewis. Financial terms were not disclosed. The following year Protiviti acquired the bankruptcy
Protiviti
Mathematical framework for investment risk
diversification in investing, the idea that owning different kinds of financial assets is less risky than owning only one type. Its key insight is that
Modern_portfolio_theory
Philippine fast food franchise
Investor. Retrieved May 28, 2026. Ong, Henry (October 27, 2020). "Financial Adviser: 5 Business Lessons Every Startup Can Learn from the Co-Founder of
Potato_Corner
American actor (born 1946)
directed by Steve Zuckerman. The Los Angeles Times said his portrayal of financial adviser Dick had "malevolent gusto that Satan himself might envy". Beginning
Jeffrey_Jones
British wealth management company
private placement for £670m. In 2014 the company bought Henley Group, a financial adviser with offices in Hong Kong, Singapore and Shanghai, and renamed it
St._James's_Place_plc
American businessman (1947–2021)
became President of Financial General which was renamed First American Corporation. In 1991, it was alleged that BCCI, the financial adviser to the Arab shareholders
Robert_A._Altman
Worldwide economic crisis
A major worldwide financial crisis centered in the United States took place in 2008. The causes included excessive speculation on property values by both
2008_financial_crisis
Professional services arm of IBM Corporation
countries. In 2016, IBM announced its planned acquisition of Promontory Financial Group in September 2016 and completed the transaction in November 2016
IBM_Consulting
Person who holds a legal or ethical relationship of trust
funds to the fiduciary for safekeeping or investment. Likewise, financial advisers, financial planners, and asset managers, including managers of pension
Fiduciary
British accounting professional services network
privately held mid-market businesses across 28 economies. In 2018, the Financial Reporting Council (FRC) fined Grant Thornton £4m, later reduced to £3m
Grant_Thornton
Australian educator (born 1356)
Carey Baptist Grammar School and Trinity Grammar School as well as a financial adviser in Australia. Phil de Young graduated from school in 1964 where he
Phil_de_Young
English colonial administrator (1838–1908)
in Egypt (1880–2), and financial adviser to the Khedive (1883–87). From 1883 to 1892 he was back in India, first as financial member of council, and then
Auckland_Colvin
Indian businesswoman
(Gujarati: દીના મહેતા) is an Indian businesswoman, broker, investor, financial adviser, chartered accountant and social activist. She is the managing director
Deena_Mehta
Series of payments made at equal intervals
Retrieved 3 October 2025. Poitras, Geoffrey (2000). The Early History of Financial Economics, 1478-1776: From Commercial Arithmetic to Life Annuities and
Annuity
1st episode of the 2nd season of Succession
to his father's erratic behavior. Logan later has dinner with his financial adviser Jamie Laird, who suggests that he sell the company to avoid a costly
The Summer Palace (Succession)
The_Summer_Palace_(Succession)
American management consulting firm
firm that consults with healthcare providers on clinical outcomes and financial results;, and Sky Analytics, a Massachusetts-based provider of legal software
Huron_Consulting_Group
British finance company
and financial technology company based in Newcastle, England. The company provides investments to clients across the UK, both to financial advisers and
True_Potential
(Punjabi: ਕਮਲ ਹੋਥੀ) (born in 1962 in India) is a British banker and financial adviser. Hothi has worked at Lloyds Bank since about 1979. Kamel became TSB's
Kamel_Hothi
(died 10 December 1294), was an Arab merchant and the wazir (chief financial adviser) of the Mamluk sultan, al-Ashraf Khalil (r. 1290–1293). Ibn al-Sal'us
Ibn_al-Sal'us
Non-wage compensation provided to employees in addition to normal wages or salaries
Steiner, T. L. (2000). "Employee Happiness and Corporate Financial Performance". Financial Practice & Education. 10 (2): 47–52. Weathington, Barton L
Employee_benefits
Multinational professional services network
strategy consulting business, in 2013. Deloitte provides audit, consulting, financial advisory, risk, tax, and legal services with approximately 470,000 employees
Deloitte
American financial advisor
Arthur Kade (né Kadyshes) is an American former financial adviser, actor, and television personality. Raised by his grandmother in Northeast Philadelphia
Arthur_Kade
Diesel-electric attack submarines of the Indian Navy
a statement. Other members of the committee included B. M. Menon [Financial Adviser (Defence Services)], S. K. Banerjee (Solicitor, Ministry of Law),
Shishumar-class_submarine
Obligation of repayment without a collateral
loan - A personal loan is a loan which can be taken to meet unspecified financial needs, such as a wedding, travel, or medical emergencies. The interest
Unsecured_debt
American financial services company
broker-dealer and registered investment adviser. It has an integrated model of comprehensive and personalized financial planning, diversified product manufacturing
Ameriprise_Financial
American trade advisor (1883–1955)
more, he became acting foreign trade adviser in 1921–22. When Persia requested that an American financial adviser be sent to Tehran, Dr. Millspaugh was
Arthur_Millspaugh
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