FactSet QuickStart esponding page numbers in this manual: support@factset.com (i) eserved. See page number: actSet Platform -4511812, Estimates, Financials, or Filings e Capitald button18, 20, 21, 601922, 232425, 2627, 282930-36, 3937, 38ortfolio orfolio Viewer40-4243-46-50-53, 635455, 56-64 FSD021.05.2010.
A chartered financial advisor is  an individual who assists clients with investment decisions. The financial advisor provides analysis of various investment vehicles and financial instruments. This analysis is used by the advisor to offer guidance to the client regarding the clientâs financial planning and investment strategy.
In financial terminology, the type of responsibility an advisor has to clients is either fiduciary or suitability, says Mark Gilbert, an advisor at Reason Financial Advisors, Inc., of Northbrook, Ill. A fiduciary has the highest level of accountability to you, the client.any people mainly want investment advice, and fully expect to pay a fee or commission to buy stocks or mutual funds. If you are comfortable with, say, your level of life insurance and other basics, itâs fine to prioritize your investment goals and work with an investment advisor under the suitability standard.