Financial Advisory
/ˌfaɪnænʃəl ædˈvaɪzəri/
Definitions
- (n.) The professional service of providing expert advice on managing financial matters, including investments, tax, estate planning, and risk management, with legal implications for fiduciary duty and compliance.
The client sought financial advisory to ensure compliance with regulatory requirements in their investment strategy.
Forms
- financial advisory
Related terms
See also
Commentary
In legal contexts, financial advisory often implies duties regulated by law, including fiduciary standards and disclosure obligations.
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.