1. Branch Manager

    August 3, 2016
    An executive who is in charge of the branch office of a bank or financial institution. A branch manager is responsible for ...
  2. Intrapreneurship

    August 3, 2016
    Acting like an entrepreneur within a larger organization. The term is derived from a combination of "intra" or internal, ...
  3. Exit Strategy

    August 3, 2016
    1. The method by which a venture capitalist or business owner intends to get out of an investment that he or she has made ...
  4. Chief Executive Officer - CEO

    August 3, 2016
    A CEO is the highest ranking executive in a company whose main responsibilities include high-level strategy, major corporate ...
  5. Liquidation Preference

    August 3, 2016
    A term used in venture capital contracts to specify which investors get paid first and how much they get paid in the event ...
  6. Agency Theory

    August 3, 2016
    A supposition that explains the relationship between principals and agents in business. Agency theory is concerned with resolving ...
  7. Capital Investment

    August 3, 2016
    Funds invested in a firm or enterprise for the purposes of furthering its business objectives. Capital investment may also ...
  8. How to Make Money with YouTube (GOOG)

    August 2, 2016
    YouTube is the third most visited site in the world, and numerous people are making money thanks to the site's popularity. ...
  9. How Did Andrew Carnegie Get Rich? (X)

    July 31, 2016
    Andrew Carnegie rose from poverty to become one of the world's wealthiest men and the creator of the first billion-dollar ...
  10. 5 Books That Will Transform the Way You Think

    July 29, 2016
    Just as successful startups disrupt their industries, these writers disrupt our view of the world.
  11. Crowdfunding: What Advisors and Clients Must Know

    July 26, 2016
    Now even the most elementary investor can take a stake in a startup via a crowdfuding platform. Does that mean they should?
  12. Want Funding? You Need a Business Plan

    July 26, 2016
    Whether you're seeking funding, or considering investing in a startup, a business plan is crucial.
  13. Wells Fargo to Launch Robo-Advisor in 2017

    July 22, 2016
    Wells Fargo is preparing to enter the robo-advisor field with the launch of its service in early 2017.
  14. How Peter Thiel Became a Superstar (EBAY,FB,LNKD,TSLA,YELP)

    July 22, 2016
    Peter Thiel: Legendary Silicon Valley entrepreneur and investor, destroyer of Gawker Media, supporter of Hulk Hogan... and ...
  15. Robo-Advisors That Aim to Serve Women

    July 21, 2016
    Women's general lack of confidence in investing makes the female market a ripe one for tailored advisory services. Here's ...
  16. Startups: Tech Giants' Next M&A Targets? (AAPL, GOOGL)

    July 21, 2016
    Watch for large-cap tech sector companies to announce acquisitions of startups, as valuations for unicorns and other overvalued ...
  17. Why the Need for Human Advisors Will Never Die

    July 21, 2016
    As the financial world becomes evermore digitized at a lightning pace, many wonder how relevant human advisors are. This ...
  18. 10 Most Successful Products from Shark Tank

    July 20, 2016
    With seven seasons, 7.5 million viewers, some studs and a whole lot of duds, we take a look at the 10 most successful products ...
  19. 3 Simple Lifestyle Changes to Make You More Productive

    July 19, 2016
    If you are looking to become more productive it's important to find out what works best for you. Here are three ideas to ...
  20. Why Betterment Delayed Trading Post-Brexit Vote

    July 19, 2016
    A look at Betterment and its controversial decision to temporarily halt trading the morning after the historic Brexit vote. ...
  21. Paladin Digital Marketing: Helping Advisors

    July 18, 2016
    It can be hard for advisors to keep up with ever-evolving technology trends. Paladin Digital Marketing is one firm that aims ...
  22. Facebook's Competitive Advantage: An Inside Look (FB)

    July 16, 2016
    Analyze Facebook's economic moat to determine its width and sustainability, and discover how scale and network effect add ...
  23. LinkedIn/Microsoft Deal: What Advisors Should Know

    July 15, 2016
    Microsoft’s acquisition of LinkedIn could benefit advisors in many ways, but it could also introduce some new compliance ...
  24. How Advisors Need to Evolve to Stay Relevant

    July 13, 2016
    The financial advisory world is rapidly changing. Here's why and how advisors need to evolve to stay relevant and thrive.
  25. Qualified Worker Shortage Besets Small Businesses

    July 12, 2016
    On the heels of June's robust jobs report comes another study that finds that small business owners are having a problem ...
  26. Jamie Zimmerman's Q1 Stock Moves: AGN,GILD

    July 12, 2016
    Jamie Zimmerman of Litespeed Managmenet shifts her perspective on healthcare giants AGN and GILD in Q1.
  27. Economic Moats: A Strong Company's Best Defense

    July 11, 2016
    Economic moats can protect companies from their competitors.
  28. Qualitative Analysis: What Makes A Company Great?

    July 11, 2016
    To understand the qualities that make a great company, investors must dig deep into "soft" metrics.
  29. Is Captive Insurance a Legitimate Tax Shelter?

    July 11, 2016
    Captive insurance companies are legitimate tax structures, but pose risks as tax shelters. Still, they can have financial ...
  30. What to Know about Alternative Finance Platforms

    July 8, 2016
    From crowdfunding to P2P lending, this rundown tells you what you should know about some of the more popular types of online ...
  31. Elizabeth Holmes Handed Two-Year Ban

    July 8, 2016
    Elizabeth Holmes has been banned from owning or running medical labs for two years.
  32. How Serial Entrepreneurs Are Reshaping Wealth Creation

    July 7, 2016
    Investing wisely is one way to build wealth, but serial entrepreneurs are rethinking the way they build their portfolios. ...
  33. LinkedIn: How Advisors Can Use It to Grow

    July 7, 2016
    Here are some best practices on how financial advisors can leverage LinkedIn to connect with more potential clients.
  34. Soft Skills

    July 6, 2016
    The character traits and interpersonal skills that characterize a person's relationships with other people. In the workplace, ...
  35. Game Changer

    July 6, 2016
    1. A person who is a visionary. 2. A company that alters its business strategy and conceives an entirely new business plan. ...
  36. Robber Barons

    July 6, 2016
    A disparaging term dating back to the 12th century which refers to: 1. Unscrupulous feudal lords who amassed personal fortunes ...
  37. Earnout

    July 6, 2016
    A contractual provision stating that the seller of a business is to obtain additional future compensation based on the business ...
  38. Creative Destruction

    July 6, 2016
    A term coined by Joseph Schumpeter in his work entitled "Capitalism, Socialism and Democracy" (1942) to denote a "process ...
  39. Intrapreneur

    July 6, 2016
    An inside entrepreneur, or an entrepreneur within a large firm, who uses entrepreneurial skills without incurring the risks ...
  40. Capital Commitment

    July 6, 2016
    Future capital expenditures that a company has committed to spend on long-term assets over a period of time. Capital commitment ...
  41. Pre-IPO Placement

    July 6, 2016
    When a portion of an initial public offering (IPO) is placed with private investors right before the IPO is scheduled to ...
  42. Vintage Year

    July 6, 2016
    The year in which the first influx of investment capital is delivered to a project or company. This marks when capital is ...
  43. Chief Financial Officer - CFO

    July 6, 2016
    The senior manager responsible for overseeing the financial activities of an entire company. The CFO's duties include financial ...
  44. Generation Gap

    July 6, 2016
    The differences found between members of different generations. More specifically, a generation gap can be used to describe ...
  45. Risk Capital

    July 6, 2016
    Investment funds allocated to speculative activity. Risk capital refers to funds used for high-risk, high-reward investments ...
  46. Joseph Schumpeter

    July 6, 2016
    One of the 20th century's great economic and political thinkers. Joseph Schumpeter is well known for his theory explaining ...
  47. Factors Of Production

    July 6, 2016
    An economic term to describe the inputs that are used in the production of goods or services in the attempt to make an economic ...
  48. Brand Personality

    July 6, 2016
    A set of human characteristics that are attributed to a brand name. A brand personality is something to which the consumer ...
  49. Ken Fisher's Q1 Investments: AAPL,EBAY,CSCO

    July 5, 2016
    Ken Fisher made some interesting changes in AAPL, EBAY, and CSCO to his portfolio in the first quarter.
  50. Top Tech Simplification Tips for Busy Advisors

    July 5, 2016
    These apps can eliminate or streamline time-consuming tasks, freeing up time to focus on more impactful activities.
Save Money
  1. 5 Ways To Make Your Home Remodels Pay Off

    Here are five ways to make your home renovation worth the money and effort you put into it.
  2. Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  3. How To Monetize Your YouTube Channel

    YouTube's Partner Program helps users earn money through their channels. Find out how.
  4. The World's Most Valuable Private Companies

    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
Hot Definitions
  1. North American Free Trade Agreement - NAFTA

    A regulation implemented on Jan. 1, 1994, that decreased and eventually eliminated tariffs to encourage economic activity ...
  2. Trickle-Down Theory

    An economic idea which states that decreasing marginal and capital gains tax rates - especially for corporations, investors ...
  3. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  4. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  5. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  6. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
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