Keyword Analysis & Research: independent financial advisors vs firm


Keyword Analysis


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Frequently Asked Questions

What makes a financial advisor “independent?

What Makes a Financial Advisor “Independent?” A financial advisor works with clients to help them with a variety of personal financial planningand investment needs.

What is the difference between IFA firms and independent-owned FA firms?

Do bear in mind that IFA firms and the “independently-owned FA firms” mentioned earlier do not mean the same thing. The latter describes who owns the FA firm (whether a financial product issuer owns it or not), whereas the former describes how the financial advice is derived (whether elements that lead to skewed financial advice are present).

What are the pros and cons of working with an independent advisor?

While working with an independent financial advisor typically has more upsides than drawbacks, it’s important to know how they stack up. First off, independent advisory firms are typically owned by their on-staff advisors, allowing them to form close relationships with clients.

What is the difference between a large and a small financial advisor?

Larger firms tend to focus on investments; smaller ones may take a more holistic approach. The relationship and range of services can vary. When it comes to choosing a financial advisor, one consideration is whether to go with someone at a large, well-branded company or a small shop.


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