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48zip

Joined: 10/07/1999 Posts: 81140
Likes: 10477


I'd call that an "advisor", not a manager.


In my mind, a manager has more control.

Like a baseball manager vs a baseball adviser. A manager makes decisions, and advisers offers advice.

FWIW, I'm not in the industry, but I believe Managers have fiduciary responsibilities, where advisers aren't required to do so (although they may).

Feel free to correct me, as I'm just basing this on minimal experience.

(In response to this post by Hoakie82)

Posted: 07/16/2019 at 3:06PM



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