Financial adviser Guides

Who Is a Financial Adviser?

A financial adviser (or Financial Advisor) is a professional who renders investment advice and financial planning services to individuals, businesses and governments. Ideally, the financial advisor helps the client maintain the desired balance of investment income, capital gains, and acceptable level of risk by using proper asset allocation. Financial advisers use stock, bonds, mutual funds, real estate investment trusts (REITs), options, futures, notes, and insurance products to meet the needs of their clients.