Back مستشار مالي Arabic Maliyyə müşaviri Azerbaijani Assessor financer Catalan Finanční poradce Czech Finanzberater German Asesor financiero Spanish مشاور سرمایهگذاری Persian Conseiller en gestion de patrimoine French Ֆինանսական խորհրդատու Armenian Consulente finanziario Italian
| Occupation | |
|---|---|
| Names | Registered representative, financial advisor, investment advisor representative, private banker, attorney, insurance producer, insurance agent, accountant |
Occupation type | Profession |
Activity sectors | Financial services, private banking, banking, business |
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.
Relationships between clients and financial advisors can be characterized by principal-agent problems, as financial advisors may possess information and conflicts of interest that lead to dishonest advice and misconduct.[1]
- ^ Egan, Mark; Matvos, Gregor; Seru, Amit (2024). "The Problem of Good Conduct among Financial Advisers". Journal of Economic Perspectives. 38 (4): 193–210. doi:10.1257/jep.38.4.193. ISSN 0895-3309.