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Advisors
An adviser or advisor is normally a person with more and deeper knowledge in a specific area and usually also includes persons with cross-functional and multidisciplinary expertise. An adviser's role is that of a mentor or guide and differs categorically from that of a task-specific consultant. An adviser is typically part of the leadership, whereas consultants fulfill functional roles. The spellings ''adviser'' and ''advisor'' have both been in use since the 16th century. ''Adviser'' has always been the more usual spelling, though ''advisor'' has gained frequency in recent years and is a common alternative, especially in North America. Etymology The use of ''adviser'' is of English origin, with "er" as a noun ending, and ''advisor'' of Latin origin. The words are etymological twin cognates and are considered interchangeable. Word usage Usage of the two words is normally a matter of choice, but they should not be used together in the same document. The Associated Press prefers ( ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Fee-Only Financial Advisor
A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. Relationships between clients and financial advisors can be characterized by Principal–agent problem, principal-agent problems, as financial advisors may possess information and conflicts of interest that lead to dishonest advice and misconduct. Role Financial advisers typically provide financial products and services, depending on the qualification examinations they hold and the training they have. Financial advisers are registered, not licensed. For example, a licensed insurance agent may be qualified to sell both life insurance and variable annuities, because the insurance agent holds an insurance license and holds the Series 7 qualification examination. A broker (Series 7) may also be a financial pla ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Deputy National Security Advisor
The United States Deputy National Security Advisor is a member of the Executive Office of the President of the United States and the United States National Security Council, serving under the President's National Security Advisor (United States), National Security Advisor. Among other responsibilities, the Deputy National Security Advisor often serves as Executive Secretary to the National Security Council Principals Committee, and as chairman of the National Security Council Deputies Committee. The role changes according to the organizational philosophy and staffing of each White House and there are often multiple deputies to the National Security Advisor charged with various areas of focus. As of May 2025, Andy Baker (national security advisor), Andy Baker and Robert Gabriel Jr. are serving as deputy national security advisors. List of Principal Deputies List of Additional Deputy National Security Advisors Aside from the principal deputy, since the September 11 attacks, there ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Council Of Economic Advisers
The Council of Economic Advisers (CEA) is a United States agency within the Executive Office of the President established in 1946, which advises the president of the United States on economic policy. The CEA provides much of the empirical research for the White House and prepares the publicly-available annual Economic Report of the President. The council is made up of its chairperson and generally two to three additional member economists. Its chairperson requires appointment and Senate confirmation, and its other members are appointed by the President. Activities Economic Report of the President The report is published by the CEA annually in February, no later than 10 days after the Budget of the US Government is submitted. The president typically writes a letter introducing the report, serving as an executive summary. The report proceeds with several hundred pages of qualitative and quantitative research reviewing the impact of economy, economic activity in the previous ye ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Financial Planner
A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: * integrate into the range of professional services (eg: lawyer, accountant); or * integrate into the offer of a range of financial products and services (eg: financial advisor, insurance agent); or * not be integrated into other products or services, providing stand alone financial planning. Scope Financial planning should cover all areas of the client's financial needs and should result in the achievement of each of the client's goals as required. The scope of planning would usually include the following: * Financial risk management, Risk management and insurance planning: managing cash flow risks through sound risk management and insurance techniques * Investment and planning issues: planning, creating and man ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Tax Advisor
A tax advisor or tax consultant is a person with advanced training and knowledge of tax law. The services of a tax advisor are usually retained in order to minimize taxation while remaining compliant with the law in complicated financial situations. Tax Advisors are also retained to represent clients before tax authorities and tax courts to resolve tax issues. Money Austria In Austria, Steuerberater is the professional license for tax advisors. Germany In Germany, Steuerberater is the professional license for tax advisors. Moreover, attorneys-at-law (Rechtsanwälte) and Certified Public Accountants (Wirtschaftsprüfer) are allowed by law the practise tax law in Germany. All three aforementioned professions have unlimited representation rights, including representing clients in front of German tax courts (Finanzgerichte). Italy In Italy, tax advisors are called ''commercialisti'', and provide assistance in business management, business law, economics, finance, tax, accounting, com ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Office For The Administrative Review Of The Detention Of Enemy Combatants
The Office for the Administrative Review of the Detention of Enemy Combatants, established in 2004 by the Bush administration's Deputy Secretary of Defense Paul Wolfowitz, is a United States military body responsible for organising Combatant Status Review Tribunals (CSRT) for captives held in extrajudicial detention at the Guantanamo Bay detention camps in Cuba and annual Administrative Review Boards to review the threat level posed by deemed enemy combatants in order to make recommendations as to whether the U.S. needs to continue to hold them captive. Most of the Guantanamo captives have had two Administrative Review Board hearings convened to review their continued detention. On June 22, 2007, an appeal on behalf of Guantanamo captive Fawzi al-Odah contained an affidavit from Stephen Abraham, a lawyer and United States Army reserve officer, which was highly critical of OARDEC's procedures. According to the ''Washington Post'' Abraham felt compelled to come forward after ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Internet Advisor
''Broadband & Internet Advisor'' (originally ''Internet Advisor'') is a magazine which was founded in 1993. The magazine was published by Future Publishing to provide technical articles, news, and reviews relating to Internet The Internet (or internet) is the Global network, global system of interconnected computer networks that uses the Internet protocol suite (TCP/IP) to communicate between networks and devices. It is a internetworking, network of networks ... technology. In August 2005, Alex Summersby replaced Dan McNamara as chief editor. In winter of 2005, Future Publishing closed ''Broadband & Internet Advisor'' and merged its content with '' net''. References 1993 establishments in the United Kingdom 2005 disestablishments in the United Kingdom Monthly magazines published in the United Kingdom Defunct computer magazines published in the United Kingdom Magazines about the media Magazines established in 1993 Magazines disestablished in 2005 {{itali ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Registered Investment Adviser
A registered investment adviser (RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely associated with the term ''investment adviser''. An investment adviser is defined by the Securities and Exchange Commission as an individual or a firm that is in the business of giving advice about securities. However, an RIA is the actual firm, while the employees of the firm are called Investment Adviser Representatives (IARs). Registered investment adviser firms receive compensation in the form of fees for providing financial advice and investment management. They are required to act as a fiduciary. This is very different from broker-dealers and their representatives, who provide recommendations for a commission. Broker-dealers and their representatives are not requir ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Financial Management Advisor
The financial management advisor (FMA) is a professional designation of the Canadian Securities Institute (CSI), the official educator of the Canadian securities industry. The FMA is a personal financial planning designation which is usually a precursor to the certified financial planner (CFP) designation. There are over three thousand FMA holders in Canada. The FMA designation is not recognized in the province of Quebec. The FMA is awarded by the CSI automatically upon the completion of the required coursework with an average of 60% or better consisting of three courses and six exams ranging in length from two to three hours: the Canadian Securities Course (CSC), the Professional Financial Planning Course (PFPC), and the Wealth Management Techniques Course (WMTC). Unlike the CFP, there is no vocational experience requirement to qualify for the FMA. However, the second exam of the PFPC and the WMTC tests the student in applied comprehension of the theoretical material. The FMA de ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Commercial Finance Advisor
A commercial finance advisor is a professional banker whom businesses contract to consult on business financing and corporate banking relationships. Fluent in all manner of commercial finance options available, as well as holding a deep understanding of business cash flow and bank credit assessment processes, the commercial finance advisor can become an invaluable ally of business. Commercial finance advisors are not just finance brokers, though this is a small subset of the service that they provide. See also * Financial advisor A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory ... Banking {{Finance-stub ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
