What is an advisor in financial terms?
An advisor refers to a dedicated expert working for a financial planning firm, private bank or wealth manager, who provides professional assistance and guidance to its clients. An advisor will aim to support clients in making informed decisions, solving problems, and achieving their goals. An advisor is sometimes referred to as a financial advisor (FA), relationship manager (RM), wealth manager (WM) or private banker (PB).
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
