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Tag: portfolio manager

Know the Difference: Portfolio Manager or Financial Adviser or Financial Planner

Blogs, Financial Literacy / By Theodore Marc Gutierrez, RFP / November 21, 2018

Who do you need to talk to when you want to invest your savings: A portfolio manager, a financial adviser, or a financial planner? Basically, a Portfolio Manager plays more on the technical side of finance, whereas a financial adviser is more social. A portfolio manager is responsible for the construction of a long term […]

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