Financial adviser (English Wikipedia)

Analysis of information sources in references of the Wikipedia article "Financial adviser" in English language version.

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5web.archive.org

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3investopedia.com

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2financial-planning.com

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2federalregister.gov

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1semanticscholar.org

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1pm-research.com

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1advisorhub.com

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1thinkadvisor.com

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1morningstar.com

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1centralbank.ie

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1afacompetence.org.nz

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1moneysmart.gov.au

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advisor.ca

"PLANNING ADVOCATES PUSH PROFESSIONALISM". ADVISOR.CA. 6 October 2010. Retrieved 22 March 2013.

advisorhub.com

"The Rise of the Hybrid RIA - A Financial Services Odyssey". AdvisorHub. Retrieved 18 March 2020.

afacompetence.org.nz

"Who is The Skills Organisation?". The Skills Organisation. Retrieved 22 March 2013.

centralbank.ie

"Qualifications | Central Bank of Ireland".

cnbc.com

Mercado, Darla (25 November 2019). "Here's what advisors can anticipate amid the $26 billion Charles Schwab-TD Ameritrade tie-up". CNBC. Retrieved 18 March 2020.

doi.org

Zanella, Nicola (2014). "The Financial Risks Pyramid: Taking a Holistic Approach to Financial Advice". The Journal of Wealth Management. 17 (3): 27–34. doi:10.3905/jwm.2014.17.3.027. S2CID 155314723. Archived from the original on 1 October 2022. Retrieved 1 October 2022.
"Federal Register :: Definition of the Term "Fiduciary"; Conflict of Interest Rule-Retirement Investment Advice". Federalregister.gov. doi:10.2139/ssrn.2112263. Retrieved 31 March 2017. {{cite journal}}: Cite journal requires |journal= (help)

dol.gov

"Fact Sheet: DOL Finalizes Rule to Address Conflicts of Interest in Retirement Advice, Saving Middle Class Families Billions of Dollars Every Year". www.dol.gov. Retrieved 27 July 2016.

federalregister.gov

"Federal Register :: Definition of the Term "Fiduciary"; Conflict of Interest Rule-Retirement Investment Advice". Federalregister.gov. doi:10.2139/ssrn.2112263. Retrieved 31 March 2017. {{cite journal}}: Cite journal requires |journal= (help)
"Improving Investment Advice for Workers & Retirees". Federal Register. 7 July 2020. Retrieved 21 August 2020.

fidelity.com

"Financial Advisors Weigh in on What the Department of Labor Fiduciary Rule Could Mean For Them". Fidelity. Archived from the original on 26 March 2018.

financial-planning.com

"IBD Elite 2019: Time to celebrate? Not just yet". Financial Planning. 3 June 2019. Retrieved 18 March 2020.
"FP50: IBDs with the largest total revenues". Financial Planning. 1 June 2017. Retrieved 18 March 2020.

finra.org

apps.finra.org

"Understanding Professional Designations". FINRA. Archived from the original on 6 October 2012. Retrieved 8 November 2012.

finra.org

"Selecting Investment Professionals". FINRA. Archived from the original on 9 March 2015. Retrieved 8 November 2012.

forbes.com

Menickella, Brian. "How The DOL's Fiduciary Rule Will Impact Your Retirement Accounts". Forbes. Retrieved 27 July 2016.
Hopkins, Jamie?. "New Fiduciary Rule For Financial Advisors Moves The Needle, But In Which Direction". Forbes.

groom.com

"It's Over! Fifth Circuit Issues Mandate Vacating Fiduciary Rule". www.groom.com. 22 June 2018.

iafp.ca

Registered Financial Planner (R.F.P.)

investmentnews.com

investmentnews.com

"Edelman Financial Engines is bringing financial planners to small 401(k) plans". InvestmentNews. 20 September 2019. Retrieved 18 March 2020.
"Largest fee-only RIAs". InvestmentNews. 9 June 2018. Retrieved 18 March 2020.

data.investmentnews.com

"RIA Data Center - InvestmentNews". data.investmentnews.com. Retrieved 1 October 2020.

investopedia.com

"What Do Financial Advisors Do?".
Cussen, Mark P. "Broker-Dealers vs RIAs: What's the Difference?". Investopedia. Retrieved 18 March 2020.
Wohlner, Roger. "The Fiduciary Rule and Its Impact on Mutual Funds". Investopedia. Retrieved 15 April 2020.

kitces.com

"Financial Advisor Comparison: Wirehouse vs Aggregator vs RIA". 11 September 2017. Retrieved 18 March 2020.

lautorite.qc.ca

"Autorité des marchés financiers". Retrieved 15 February 2013.

moneysmart.gov.au

"Financial advice | MoneySmart by ASIC". Moneysmart.gov.au. 1 July 2013. Retrieved 20 July 2014.

morningstar.com

Szapiro, Aron (19 August 2020). "Another Fiduciary Rule?". Morningstar.com. Retrieved 21 August 2020.

nasaa.org

"Investment Adviser Guide". NASAA. Retrieved 22 March 2013.

nsw.gov.au

justice.nsw.gov.au

"Supreme Court New South Wales" (PDF). Justice.nsw.gov.au. 14 July 2014. Archived from the original (PDF) on 7 April 2014. Retrieved 20 July 2014.

pm-research.com

jwm.pm-research.com

Zanella, Nicola (2014). "The Financial Risks Pyramid: Taking a Holistic Approach to Financial Advice". The Journal of Wealth Management. 17 (3): 27–34. doi:10.3905/jwm.2014.17.3.027. S2CID 155314723. Archived from the original on 1 October 2022. Retrieved 1 October 2022.

sebi.gov.in

"SEBI List of Investment Advisor". SEBI. Investiture.in. Retrieved 28 February 2020.

sec.gov

"Investor Bulletin: Top Tips for Selecting a Financial Professional" (PDF). SEC: Office of Investor Education and Advocacy. Retrieved 8 November 2012.
"SEC.gov Regulation Best Interest". www.sec.gov.

semanticscholar.org

api.semanticscholar.org

Zanella, Nicola (2014). "The Financial Risks Pyramid: Taking a Holistic Approach to Financial Advice". The Journal of Wealth Management. 17 (3): 27–34. doi:10.3905/jwm.2014.17.3.027. S2CID 155314723. Archived from the original on 1 October 2022. Retrieved 1 October 2022.

thinkadvisor.com

July 17, Janet Levaux |; PM, 2019 at 03:22. "Merrill Says RIA Option Is a No-Go". ThinkAdvisor. Retrieved 18 March 2020.{{cite web}}: CS1 maint: numeric names: authors list (link)

uc.edu

lawblogs.uc.edu

"InvestmentAdvisersAct". 5 June 2013.

web.archive.org

"Understanding Professional Designations". FINRA. Archived from the original on 6 October 2012. Retrieved 8 November 2012.
"Selecting Investment Professionals". FINRA. Archived from the original on 9 March 2015. Retrieved 8 November 2012.
Zanella, Nicola (2014). "The Financial Risks Pyramid: Taking a Holistic Approach to Financial Advice". The Journal of Wealth Management. 17 (3): 27–34. doi:10.3905/jwm.2014.17.3.027. S2CID 155314723. Archived from the original on 1 October 2022. Retrieved 1 October 2022.
"Financial Advisors Weigh in on What the Department of Labor Fiduciary Rule Could Mean For Them". Fidelity. Archived from the original on 26 March 2018.
"Supreme Court New South Wales" (PDF). Justice.nsw.gov.au. 14 July 2014. Archived from the original (PDF) on 7 April 2014. Retrieved 20 July 2014.