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What are the different kinds of financial professionals you can work with and how are they compensated? Bill and Anastasia discuss the duties of a financial planner, investment manager, asset manager, and wealth manager, as well as the differences between a Registered Investment Advisor (RIA) and a broker. This episode serves as a basic introduction to the financial services industry.
For questions and comments, you can email us at [email protected].
By Bill Taber and Anastasia Taber, CFP®4.9
1818 ratings
What are the different kinds of financial professionals you can work with and how are they compensated? Bill and Anastasia discuss the duties of a financial planner, investment manager, asset manager, and wealth manager, as well as the differences between a Registered Investment Advisor (RIA) and a broker. This episode serves as a basic introduction to the financial services industry.
For questions and comments, you can email us at [email protected].