Even though many registered investment advisors offer insurance, a large percentage of them refer their clients to an outside insurance advisor, a survey found. (insurancenewsnet.com)
Provides access to a network of registered investment advisors that can provide customized wealth management and investment strategies. (fidelity.com)
Insurance agents and advisors who are not registered investment advisors are prohibited by law from advising about the specific securities people own and recommending they use them to fund an annuity. (insurancenewsnet.com)