Talk:Financial adviser

Life insurance
I removed this addition to the article as whoever wrote it completely missed the point: Simon West 21:47, 13 December 2005 (UTC)
 * Life Insurance can be set outside the Estate in an individual life insurance trust (ILIT). Often times, a large life insurance policy is placed into a trust outside the estate to avoid the estate tax in order to pay the estate tax on other assets. However, an ILIT funded with a life insurance policy is not a strategy for all large estates.

Companies Section
What is the point of the companies section, given that there are thousands of financial advisors ? Why have these companies been selected ? Unless there are good reasons, it looks like advertising to me. -- John 13:23, 8 November 2007 (UTC)

Was this written by a financial adviser by any chance?
In particular: "it is imperative to have a financial professional take a look at your financial position to see if your financial goals can be achieved" "The financial adviser will typically have great knowledge in the areas of budgeting, forecasting, taxation, asset allocation and financial tools and products..." I have amended these, but the general point is that Wikipedia is not a pitch. Would anyone be able to add any details of, say, what financial advisers might usually charge for their services, any research about whether commissions affect their recommendations etc etc (as well as the salary range mentioned above)? It would certainly be very interesting. Art Markham (talk) 10:54, 31 October 2008 (UTC)

Merge financial advice
Financial advice should be merged with Financial adviser, probably in the financial adviser article. Zodon (talk) 07:47, 15 November 2008 (UTC)


 * I agree and would also like us to consider including Investment advisor in the merge and have tagged it accordingly. All three articles are of low quality. None are well referenced. None covers much more than the UK and USA. Each has some content of merit and it is sad that people have worked on them separately when they could have achieved much more working together. A single article of good quality can cover all aspects of this subject. It can be extended with content on other countries. Perhaps the other Wikipedias already have some content we can translate and use? I see a merge as a necessary prerequisite to getting this stuff up to scratch. We have no hope of fixing all three articles separately. --DanielRigal (talk) 17:24, 24 October 2009 (UTC)

Sflorman (talk) 18:41, 30 December 2009 (UTC)
 * I disagree, as the phrase "investment adviser" has a specific legal meaning in the United States under the Investment Advisers Act of 1940 and not all persons who hold themselves out as "financial advisers/advisors" are legally investment advisers. An investment adviser, in the legal sense, is often a company, while the individuals who represent it are "investment adviser representatives."  Alternatively, the current content dealing with individuals who are in the business of advising others on investments and financial planning for compensation could be consolidated under the financial adviser article, while investment adviser remained open for a smaller article with a limited definition relating to the US legal usage (and legal usage in other countries, as applicable). --


 * I merged Financial advice, Investment advisor, and Fee-Only financial advisor Becritical (talk) 03:01, 4 January 2010 (UTC)

What about the magazine "Financial Advisor"?
We need a new article, one on the magazine of this name. Financial Advisor_(magazine)

This is a monthly magazine, with a circulation of 90,000.


 * Editorial Mission
 * Reaching more than 90,000 qualified readers each month, Financial Advisor delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. FA focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients. To achieve these goals, FA continuously seeks to bring together the best team of editors and contributing writers to provide the most compelling publication for the top decision-makers in the financial advisory field.

I don't work for them, but we have many articles on companies that are in this category. Many of our articles on investment will need citations to back up points, and the citations, whenever possible, should link to a Wikipedia article. For instance, when we cite Time magazine for any reason, the article editor can link this citation to the Time_(magazine) article. The same should be true here. RK (talk) 13:27, 22 July 2009 (UTC)

Why does investment adviser redirect here?
The multi-trillion dollar investment adviser industry would appear to merit a proper article. This appears oriented to the individual who provides wealth management, as opposed to investment advisers like, say, SAC Capital. HedgeFundBob (talk) 15:10, 25 January 2010 (UTC)

I fixed this and added clarification and create a page for Investment Advisor or Investment Adviser. Greg Skidmore 13:20, 8 September 2010 (UTC)

I don't think its fixed. Lawblogger18 (talk) 08:51, 20 February 2011 (UTC)

Advisor/Adviser
These are descrived repsectively as US and UK spellings. They are not. Both are acceptable alterntatives either side of the Atlantic (UK Chambers 2000, US spelling Websters 1998). Dainamo (talk) 15:22, 24 October 2010 (UTC)

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Advisor vs. adviser

 * I added to the lead and a "main" article notation in the "Advisor vs. adviser" section. When the article name is spelled one way and the lead bolds a different spelling alone it appears as a misspelling and not representative of cognate words. There is an old adage "When in Rome" and we generally follow a certain style throughout an article and it just looks better to stick with the spelling that is reflective of the title. Indiscriminately exchanging the spelling, except in areas or countries where there is a clear preference to one over the other, is unnecessary. I am from the US and tend to use adviser. The old spell check will try to auto-correct "advisor" anyway. Of course we could use a separate lead paragraph to explain this but I feel it is also unnecessary when properly noted. Besides, I feel Wikipedia doesn't need to try to advance one over the other or "prove" within the article that they are cognates by bouncing the different spellings around. The article was created using "adviser" so I think we should sticj
 * The "Canada" section uses adviser but the Financial Management Institute of Canada uses advisor so even in many specific countries the words are actual cognates and "there is no difference between them".


 * I also noted that there is advice out there on a proper usage such as "Advisers" are regulated and have a legal responsibility to act in your best interest. "Advisors" are … not the same.".  Otr500 (talk) 11:33, 7 March 2019 (UTC)