Intro to Financial Services

What are the different kinds of financial professionals you can work with and how are they compensated? Bill and Anastasia discuss the duties of a financial planner, investment manager, asset manager, and wealth manager, as well as the differences between a Registered Investment Advisor (RIA) and a broker. This episode serves as a basic introduction to the financial services industry. For questions and comments, you can email us at [email protected].

Episode metadata supplied by the publisher feed · Published Jul 17, 2020

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Intro to Financial Services

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