Definition: A professional who provides specialized guidance and advice for investment in various insurance schemes is an insurance advisor or insurance consultant. Description: There is a stipulated ...

Financial professionals may have a clear definition of financial advisor versus planner in mind, but consumers often take a different perspective. "Advisor sounds more official," says Sarah ...

As more financial advisors adhere to fiduciary standards ... that does not meet the Securities and Exchange Commission (SEC) definition of an accredited investor, which means they have less ...