Search for "Financial advisors" in article titles:

  1. Association of African American Financial Advisors: The Association of African American Financial Advisors (AAAA) is a Nonprofit organization established in 2002 by LeCount Davis, the first Black Certified Financial Planner in the United States. Headquartered in Washington, D.C., AAAA is an independent trade association that ... [100%] 2023-12-17 [Financial services companies] [Financial services companies established in 2002]...
  2. National Association of Personal Financial Advisors: National Association of Personal Financial Advisors (NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only ... (Organization) [100%] 2024-01-06 [Personal finance] [Organizations (Finance)]...

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  1. Financial adviser: A financial adviser (or financial advisor) is the job title for a service provider who advises clients on investments, loans or insurance. [100%] 2023-07-09
  2. Financial adviser: The term "financial adviser" refers to a professional who offers financial services to customers depending on their financial circumstances. For financial advisers to be able to offer advice in many countries, they must undergo specialised training and be registered with ... [100%] 2023-10-22 [Financial services occupations] [Financial advisors]...
  3. Financial adviser: 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 ... (Finance) [100%] 2023-05-01 [Financial services occupations]
  4. Financial adviser: 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 ... (Professional who renders financial services to clients) [100%] 2025-07-04 [Financial services occupations] [Financial advisors]...
  5. Financial management advisor: The financial management advisor (FMA) is a professional designation of the Canadian Securities Institute (CSI), the official educator of the Canadian securities industry. The FMA is a personal financial planning designation which is usually a precursor to the certified financial ... (Finance) [89%] 2023-12-15 [Retail financial services] [Financial services occupations]...
  6. Financial: The word "financial" relates to finance, finances, financiers, or people who manage money. A financial analyst studies the financial performance of a corporation. [76%] 2023-02-27 [Business] [Accounting]...
  7. European Financial Reporting Advisory Group: The European Financial Reporting Advisory Group is a private association established in 2001 with the encouragement of the European Commission to serve the public interest. Its Member Organisations are European stakeholders and National Organisations having knowledge and interest in the ... (Organization) [69%] 2022-11-28 [International Financial Reporting Standards] [Accounting organizations]...
  8. Adviser: An adviser or advisor is often someone who has more and more in-depth knowledge in a certain field, and it typically also includes someone who have competence in both cross-functional and interdisciplinary areas. As compared to the job ... [64%] 2023-11-22 [Advisors] [Service occupations]...
  9. Adviser: An adviser or advisor is normally a person with more and deeper knowledge in a specific area and usually also includes persons with cross-functional and multidisciplinary expertise. An adviser's role is that of a mentor or guide and ... (Person with more and deeper knowledge in a specific area) [64%] 2024-05-05 [Advisors] [Service occupations]...
  10. K2 Advisors: K2 Advisors is an American fund of funds investment firm headquartered in Stamford, Connecticut. Currently it is a subsidiary of Franklin Templeton Investments and is one of the largest fund of hedge funds in the United States. (American fund of hedge funds) [63%] 2023-12-18 [Tiger Cub firms] [American companies established in 1994]...
  11. Acuity Advisors: Acuity Advisors Limited is a global technology-focused investment bank headquartered in London, United Kingdom. Established in 2006, the company specialises in providing merger and acquisition (M&A) advisory services to technology businesses operating in the semiconductor, deep tech, software ... (Company) [63%] 2023-11-22
  12. MidCap Advisors: MidCap Advisors, LLC is a boutique investment bank that specializes in mergers & acquisitions while also providing strategic planning, capital raising, and business valuation services to mid-market companies across the United States. The company has three groups: Insurance & Financial Services ... (Company) [63%] 2023-11-20 [Investment banks] [Companies (Finance)]...
  13. Resident Advisors (TV series): Resident Advisors is an American sitcom that premiered on April 9, 2015, on Hulu. The series was created by Alex J. (TV series) [63%] 2024-01-11 [Hulu original programming] [2010s American college television series]...
  14. Dhruva Advisors: Dhruva Advisors LLP is one of the largest tax and regulatory firms in India. The firm provides consultancy and regulatory services in Tax Strategy, Tax Litigation, Mergers & Acquisitions, Tax Compliance, Transfer Pricing & International Taxation, Indirect & Corporate Taxation, etc. [63%] 2023-11-17 [Financial services companies based in Mumbai] [Taxation in India]...
  15. Titan Advisors: Titan Advisors is an American asset management firm. The firm was founded in 1992 by George Fox. [63%] 2023-11-20 [Investment management companies of the United States] [Financial services companies established in 1992]...
  16. Advisors Sentiment: Advisors Sentiment survey is a field of market sentiment. Advisors Sentiment was devised by Abe Cohen of Chartcraft in 1963 and is still operated by Chartcraft, now under their brand name of Investors Intelligence. (Finance) [63%] 2023-12-09 [Investment]
  17. Arabella Advisors: Arabella Advisors was founded by Eric Kessler, a former Bill Clinton appointee and member of the Clinton Global Initiative Kessler also acts as president of the Sixteen Thirty Fund. Arabella Advisors has been described as a for-profit firm that ... [63%] 2023-03-10
  18. Willett Advisors: Willett Advisors LLC (Willett) is an investment firm based in New York City that serves as the family office of Bloomberg L.P. owner and former mayor of New York City, Michael Bloomberg. (Family office of Michael Bloomberg) [63%] 2023-12-19 [2010 establishments in New York City] [American companies established in 2010]...

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