Terms Beginning With 'r'

Registered Investment Advisor

  • January 17, 2020
  • Team Kalkine

A Registered Investment Advisor is either an individual or a company which handles the portfolio of high net worth individuals (or HNIs) and advises them concerning buy, sell, or hold off an investment-grade asset. The Registered Investment Advisors have a fiduciary duty towards their client, which makes them obliged to paramount client’s interest and avoid conflicts of interest.

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