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Investment adviser An individual or firm that provides others with advice on how to invest their money, usually for a fee. Retirement Income Redesigned: Master Plans for Distribution: An Adviser's Guide for Funding Boomers' Best Years See Details » Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers See Details » Series 65 Uniform Investment Adviser Law Exam See Details » The Investment Think Tank: Theory, Strategy, and Practice For Advisers See Details » Investment Adviser Regulation: A Step-by-step Guide to Compliance and the Law (Corporate and Securities Law Library) See Details » Retirement Planning

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