Defining brokers and advisors
- Serene Point Advisors
- Jan 7, 2019
- 1 min read
The terms for investment professionals are intermixed all of the time. Investment consultant, wealth manager, financial advisor... what's the difference? Truth is, you won't be able to tell by just a name alone. You'll need to ask the person you are speaking with to define their role and obligation to you. Watch this to find out why this is critical to understanding whether you are getting advice and guidance that is in your best interest!
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