Financial Advisors

  1. Portfolio Insurance

    Portfolio insurance is hedging a portfolio through short selling or brokerage insurance like Securities Investor Protection ...
  2. Motley Fool Launches ETF Tracking Proprietary Index

    Chances are you’ve heard of Motley Fool and read some of its research. But the company also has an asset management side ...
  3. Why Leveraged ETFs Are Not a Long-Term Bet

    Leveraged ETFs aren't for the average investor. They can, however, present significant upside potential for the right type ...
  4. Top 4 Inverse Volatility ETFs for 2018

    By seeking the inverse of the performance of the volatility index, some investors make strong returns.
  5. Adjusted Earnings

    Adjusted earnings are the sum of earnings and increases in loss reserves, new business, deficiency reserves, deferred tax ...
  6. Mohamed El-Erian on ETFs and a Possible Market Bubble

    Are we in a bubble? That’s the question Mohamed El-Erian asked the audience to answer at the start of his closing keynote ...
  1. Adjusted Earnings

    Adjusted earnings are the sum of earnings and increases in loss reserves, new business, deficiency reserves, deferred tax ...
  2. Liquid Alternatives

    Liquid alternatives are a class of mutual funds that use alternative investing strategies similar to hedge funds but with ...
  3. Alternative Investments: A Look at the Pros & Cons

    Alternative investments are becoming popular investment vehicles for individual investors.
  4. Investment Company

    An investment company is a corporation or trust engaged in the business of investing the pooled capital of investors in financial ...
  5. Annual Report

    An annual report is a publication that public corporations must provide annually to shareholders to describe their operations ...
  6. How can I find tax-exempt mutual funds?

    Learn about finding tax-free mutual funds at major investment firms, including how tax-free funds work and what you should ...
  1. Annual Dividend (Insurance)

    In the insurance industry, an annual dividend is a yearly payment given by an insurance company to a policyholder.
  2. Medical Underwriting

    Medical underwriting is the process of assessing the risk associated with providing health insurance coverage.
  3. Commutation

    Commutation refers to the rights of beneficiaries to exchange one type of income for another.
  4. Accelerated Benefits

    Accelerated benefits refers to a clause in certain life insurance policies that enable the policy holder to receive the benefits ...
  5. Longevity Risk

    Longevity risk is risk to which a pension fund or life insurance company could be exposed as a result of higher-than-expected ...
  6. Out-of-Pocket Limit

    The out-of pocket limit is the maximum amount a health insurance policyholder will pay for covered healthcare over the course ...
  1. Annual Dividend (Insurance)

    In the insurance industry, an annual dividend is a yearly payment given by an insurance company to a policyholder.
  2. Medical Underwriting

    Medical underwriting is the process of assessing the risk associated with providing health insurance coverage.
  3. Implied Authority

    Implied authority refers to an agent with the jurisdiction to perform acts which are reasonably necessary to accomplish the ...
  4. Insurance Guaranty Association

    An insurance guaranty association protects policyholders and claimants in the case of an insurance company’s impairment or ...
  5. How to Launch a Wealth Management Firm

    Opening a wealth management firm is a complex process. By keeping these rules in mind, financial advisors can increase the ...
  6. Commutation

    Commutation refers to the rights of beneficiaries to exchange one type of income for another.
  1. What Advisors Need to Know About Rule 3210

    Here's what advisors and brokers need to know about FINRA Rule 3210.
  2. 7 Questions All Financial Advisors Need to Ask

    Enthusiasm and skill are good to have, but only by building trust will you have a chance at really helping a client.
  3. Advisors: Top Ways to Find Your First Clients

    Getting your first clients as a financial advisor can be a challenge and takes time. Here are three ways to get started.
  4. A Day in the Life of a Financial Advisor

    Financial advisors do a lot more than just manage portfolios. Learn what a typical day is like for a financial advisor.
  5. Named Perils Insurance Policy

    A named perils insurance policy is a home insurance policy that only covers losses incurred to your property from hazards ...
  6. Rate On Line

    Rate on line is the ratio of premium paid to loss recoverable in a reinsurance contract.
  1. Does Your Financial Advisor Speak Crypto?

    Why your financial advisor won't let you buy bitcoin.
  2. Compensatory Damages

    Compensatory damages is money awarded to a plaintiff to compensate for damages, injury, or another incurred loss.
  3. Freudian Motivation Theory

    Freudian motivation theory posits that unconscious psychological forces, such as desires and emotions, shape an individual's ...
  4. Indirect Sales

    Indirect sales are the sale of a good or service by a third-party, such as a partner or affiliate, rather than a company's ...
  5. Boiler And Machinery (BM) Insurance

    Boiler And Machinery Insurance (BM) provides coverage for physical damage to and financial loss from equipment breakdown.
  6. Aggregate Stop-Loss Reinsurance

    In aggregate stop-loss reinsurance, losses over a specific amount are covered solely by the reinsurer and not by the ceding ...
Hot Definitions
  1. Yield Curve

    A yield curve is a line that plots the interest rates, at a set point in time, of bonds having equal credit quality, but ...
  2. Gross Profit

    Gross profit is the profit a company makes after deducting the costs of making and selling its products, or the costs of ...
  3. Risk Tolerance

    The degree of variability in investment returns that an individual is willing to withstand. Risk tolerance is an important ...
  4. Donchian Channels

    A moving average indicator developed by Richard Donchian. It plots the highest high and lowest low over the last period time ...
  5. Consumer Price Index - CPI

    A measure that examines the weighted average of prices of a basket of consumer goods and services, such as transportation, ...
  6. Moving Average - MA

    A moving average (MA) is a widely used indicator in technical analysis that helps smooth out price action by filtering out ...
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