Financial Advisors

  1. Dow Jones U.S. Total Market Index

    The Dow Jones U.S. Total Market Index is a market-capitalization-weighted index maintained by Dow Jones Indexes, providing ...
  2. Value Line Index

    The value line index is a stock index containing approximately 1,675 companies from the NYSE, American Stock Exchange, Nasdaq ...
  3. Wilshire 5000 Total Market Index (TMWX)

    The Wilshire 5000 Total Market Index is a market capitalization-weighted index of more than 6,700 publicly-traded American ...
  4. MSCI EMU Index

    The MSCI EMU Index is a market capitalization weighted index maintained by Morgan Stanley Capital International (MSCI).
  5. Russell 2500 Index

    The Russell 2500 Index is a broad index, featuring 2,500 stocks that cover the small- and mid-cap market capitalizations.
  6. Dow Divisor

    The Dow Divisor is a numerical value computed by Dow Jones Indexes that is used to calculate the level of the Dow Jones Industrial ...
  1. Dow Jones U.S. Total Market Index

    The Dow Jones U.S. Total Market Index is a market-capitalization-weighted index maintained by Dow Jones Indexes, providing ...
  2. Investment Club

    An investment club is a group of people who pool their money to make investments.
  3. Mutual Funds: Management Fees Vs. MER

    Having a clear understanding of the fees charged by a mutual fund is a significant component to making an informed investment ...
  4. Interpositioning

    Interpositioning, in a securities transaction, refers to the illegal practice of employing a second broker in order to generate ...
  5. MSCI EMU Index

    The MSCI EMU Index is a market capitalization weighted index maintained by Morgan Stanley Capital International (MSCI).
  6. Russell 2500 Index

    The Russell 2500 Index is a broad index, featuring 2,500 stocks that cover the small- and mid-cap market capitalizations.
  1. Dow Jones U.S. Total Market Index

    The Dow Jones U.S. Total Market Index is a market-capitalization-weighted index maintained by Dow Jones Indexes, providing ...
  2. Third Market

    Third market refers to trading by non-exchange member brokers/dealers and institutional investors of exchange-listed stocks.
  3. Quote-Driven Market

    A quote driven market is a security trading system in which prices are set by bid and ask quotations made by market makers, ...
  4. ISM Non-Manufacturing Index

    The ISM non-manufacturing index is based on surveys of more than 400 non-manufacturing firms' purchasing and supply executives ...
  5. MSCI EMU Index

    The MSCI EMU Index is a market capitalization weighted index maintained by Morgan Stanley Capital International (MSCI).
  6. Russell 2500 Index

    The Russell 2500 Index is a broad index, featuring 2,500 stocks that cover the small- and mid-cap market capitalizations.
  1. Strong Buy

    A strong buy is a type of recommendation given by analysts for a stock that is expected to dramatically outperform the market ...
  2. Data Sharing is a Risk to You and Your Clients

    FINRA recently issued a strongly-worded warning to investment companies and investors about the dangers of sharing account ...
  3. Advisors, Can You Answer the Impact Call?

    It's time for advisors to step up and answer the call to provide their clients with impact investments.
  4. The ESG Data Revolution

    Advisors that want to participate in the ESG data revolution should consider how the ESG Specialist role can best support ...
  5. What Drives Wealthy Donors and How to Advise Them

    New research about high net worth philanthropy shows that values drive giving decisions—and that donors plan to keep on giving ...
  6. Retail Price Index (RPI)

    The Retail Price Index (RPI) is one of the two main measures of consumer inflation produced by the United Kingdom's Office ...
  1. Breaking Into Finance? This Executive VP Has Some Advice

    We asked Schwab's Executive VP of Investor Services what advice she'd give to graduates hoping to break into her field, and ...
  2. Marshalling Resources to Bring About Change

    Current events have mobilized investors intent on aligning their portfolios with their social convictions, values, and personal ...
  3. A Primer on Philanthropic Vehicles

    Philanthropy and charitable giving are important to many of your clients and this is an area where you can differentiate ...
  4. How to Navigate the Baby Boomer Wealth Transfer

    Advisors who have spent their careers building relationships with baby boomer clients now have the opportunity to cultivate ...
  5. How to Create the Best Content for Social Media

    Each social media platform has a different audience. Here's how to tailor your content accordingly.
  6. Financial Services: A Great Opportunity for Women

    Many women already possess the traits that lead to success in the financial industry. Fidelity helps them reach for the stars.
  1. Product Lifecycle Management (PLM)

    Product lifecycle management refers to the handling of a product as it moves through the typical stages of development, growth, ...
  2. Consumer Price Index For All Urban Consumers (CPI-U)

    The Consumer Price Index For All Urban Consumers measures the changes in the price of a basket of goods and services purchased ...
  3. Dual Pricing

    Dual pricing is the practice of setting prices at different levels for the same product or service.
  4. Financialization

    Financialization refers to the increase in size and importance of a country's financial sector relative to its overall economy. ...
  5. Virtual Assistant

    A virtual assistant is an independent contractor who provides administrative services to clients while operating outside ...
  6. Coopetition

    Coopetition happens when companies engage in both competition and cooperation to achieve some sort of mutual benefit.
Hot Definitions
  1. Ethereum

    Ethereum is a decentralized software platform that enables SmartContracts and Distributed Applications (ĐApps) to be built ...
  2. Cryptocurrency

    A digital or virtual currency that uses cryptography for security. A cryptocurrency is difficult to counterfeit because of ...
  3. Financial Industry Regulatory Authority - FINRA

    A regulatory body created after the merger of the National Association of Securities Dealers and the New York Stock Exchange's ...
  4. Initial Public Offering - IPO

    The first sale of stock by a private company to the public. IPOs are often issued by companies seeking the capital to expand ...
  5. Cost of Goods Sold - COGS

    Cost of goods sold (COGS) is the direct costs attributable to the production of the goods sold in a company.
  6. Profit and Loss Statement (P&L)

    A financial statement that summarizes the revenues, costs and expenses incurred during a specified period of time, usually ...
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