Financial Adviser
/ˈfaɪnænʃəl ədˈvaɪzər/
Definitions
- (n.) A professional authorized to give advice on financial matters, including investment, insurance, retirement planning, and estate planning, often regulated by law.
The financial adviser recommended diversifying her investment portfolio to reduce risks.
Forms
- financial adviser
- financial advisers
Related terms
See also
Commentary
The term typically denotes a regulated professional subject to fiduciary duties, important to verify under local jurisdictional law.
This glossary is for general informational and educational purposes only. Definitions are jurisdiction-agnostic but reflect terminology and concepts primarily drawn from English and American legal traditions. Nothing herein constitutes legal advice or creates a lawyer-client relationship. Users should consult qualified counsel for advice on specific matters or jurisdictions.