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4 Ways To Measure A Registered Investment Advisors Credibility

Here are 4 ways in which an investor will be able to measure a registered investment advisor'su00a0credibility. Visit https://www.investmentz.com to know more!

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4 Ways To Measure A Registered Investment Advisors Credibility

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  1. 4 Ways To Measure A Registered Investment Advisor's Credibility

  2. Introduction • A recent study found that 70% of Indian investors work with professional advisers compared to 54% globally.  • It’s apparent that an advisor wields a large amount of influence on a client’s financial decisions. • Here are 4 ways in which an investor will be able to measure a registered investment advisor's credibility:

  3. 1. Credentials • An investor should carry out proper research about a registered investment advisor’s background knowledge and industry awareness. • Many investment firms also offer online credentials so that the background check process can be carried out swiftly and transparently.

  4. 2. Fiduciary Qualities • Certain actions and approaches that your advisor chooses will help an investor assess one’s level of fiduciary duty. • These include honesty, being forthcoming with information, suggesting good investment strategies and putting the client’s interests ahead of their own or their firm’s.

  5. 3. Sound Advice on the Online Share Market • While investors want an advisor who can help them achieve high returns, they also need someone who will help them navigate through the online share markets, predict its moods and volatility, assess the prudence behind which stocks to buy and which to sell and, ultimately, keep an investor’s assets and financial health safe.

  6. 4. Professionalism • A registered investment advisor must have the highest level of ethics, professional etiquette and should not breach client or data confidentiality at any point.

  7. Visit www.investmentz.com to know more!

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