Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

What is the difference between an portfolio manager and a financial advisor?

April 26, 2017advisor difference financial manager portfolio

0

Posted

What is the difference between an portfolio manager and a financial advisor?

1 Answer

0

Posted

A financial advisor can offer financial advise in many areas, such as estate planning, insurance and investments much the same as an portfolio manager. The main difference is that an portfolio manager can specialize in managing financial assets on a discretionary basis on behalf of a client and must be licensed to do so. 6.