Press Alt + shift + h then Enter to skip to secondary navigation. Mac users press Control + shift + h

Click below to jump to glossary terms. If you are already within a glossary category, the results displayed by clicking the alphabet navigation are only related to that category.

| 1 | 4 | 5 | 8 | A | B | C | D | E | F | G | H | I | L | M | N | O | P | Q | R | S | T | U | V | Y

Investment Adviser

An investment adviser is a firm or an individual that, for compensation, engages in the business of advising others as to the value of securities or as to the advisability of investing in, purchasing, or selling securities. An investment adviser can also be a firm or individual that, for compensation and as part of a regular business, issues analyses or reports concerning securities.

Term Category:

Asset Allocation Managing Lifetime Income

Investment Adviser

Term Category:

Glossary