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The term "independent financial adviser" was coined to describe the advisers working independently for their clients rather than representing an insurance company, bank or bancassurer. At the time (1988) the UK government was introducing the polarisation regime which forced advisers to either be tied to a single insurer or product provider or ...
The Chartered Financial Planner [1] is a qualification for professional financial planners [2] and financial advisers [3] awarded by the Chartered Insurance Institute.. By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession; in the United Kingdom, it is a widely accepted 'gold standard' within the ...
The following are the largest full-service global investment banks; full-service investment banks usually provide both advisory and financing banking services, as well as sales, market making, and research on a broad array of financial products, including equities, credit, rates, currency, commodities, and their derivatives.
Here are six tips to help you choose a trustworthy financial advisor that you can rely on. 1. Identify why you need an advisor. Before you choose an advisor, you’ll want to spend some time ...
A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and ...
In November 2012, the association changed its name from Association of Independent Financial Advisers to Association of Professional Financial Advisers. [2] The change was ratified following a vote at the organisation’s annual general meeting, and meant that APFA from then on would represent financial advisers who are independent or restricted. [3]
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