Financial Advisor Technology

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  1. Anatolian Tiger

    Anatolian Tiger is a colloquial term that refers to several cities in central Turkey whose industrial strength has resulted ...
  2. Canadian Securities Institute (CSI)

    The Canadian Securities Institute is Canada's leading provider of professional credentials and compliance programs for the ...
  3. Samurai Market

    Samurai market is a slang term for the stock market in Japan, and the term is usually used by non-residents of Japan.
  4. Breeder's Insurance Policy

    A breeder's insurance policy provides protection against damage, theft or loss of bred animals.
  5. Start Your Own Financial Planning Firm

    Read on to learn how to make your owning a financial planning firm dream a reality.
  6. Corporate Ownership Of Life Insurance (COLI)

    Corporate ownership of life insurance or corporate-owned life insurance refers to insurance obtained and owned by a company ...
  7. Wholesale Life Insurance

    Wholesale life insurance is a type of employer-sponsored protection against the loss of income in the event the insured becomes ...
  8. Brokerage Department

    A brokerage department within an insurance company obtains insurance for difficult-to-insure customers through alternate ...
  9. Discovery Cover

    Discovery cover is an insurance policy that indemnifies the policyholder for losses during the policy period, regardless ...
  10. Credentialing Liability

    Credentialing liability refers to the responsibility that a hospital or medical facility carries for the staff practicing ...
  11. Reinsurance Ticket

    A reinsurance ticket is a notification made by an insurer, disclosing the different reinsurance contracts and terms that ...
  12. Beach Plan

    A beach plan is property insurance for coastal property owners who have a high exposure to windstorm and hail losses.
  13. Advisory Endorsement

    Advisory endorsements are adjustments to the provisions used to create an insurance policy.
  14. Contents Rate

    The contents rate is the premium required to insure the contents of a property rather than the property itself.
  15. Discovery Bond

    A discovery bond is a type of fidelity bond used to protect a business from losses caused by employees committing acts of ...
  16. Unilateral Extended Reporting Period Provision

    A unilateral extended reporting period provision allows the insured to extend the coverage period if the insurer decides ...
  17. Blended Covers

    Blended covers are a form of reinsurance that combines features of finite and convention reinsurance.
  18. Bikini Deductible

    A bikini deductible is a portion of risk, separating the primary layer and the excess layer of risk.
  19. Cumulative Collusive Excess Cover

    Cumulative collusive excess cover refers to a reinsurance contract in which losses over a predetermined limit are shared.
  20. Funding Cover

    Funding cover refers to insurance premiums held in an account in conjunction with an excess-of-loss reinsurance, which is ...
  21. Admission Board

    An admissions board comprises representatives of a particular stock exchange who determine if a company will be allowed to ...
  22. Furriers’ Customers Policy

    A furriers’ customers policy provides coverage against loss or damage to furs that are being stored by a business on behalf ...
  23. Self-Insurance

    Self-insurance involves setting aside your own money to pay for a possible losses, instead of purchasing insurance.
  24. Annual Convention Blank

    The annual convention blank is an annual report that insurance carriers must file with the state insurance commissioner. ...
  25. Franchise Cover

    Franchise cover is a type of reinsurance plan in which the claims from a number of policies are aggregated together to form ...
  26. Loss Constant

    Loss constant is an amount added to an insurance policy with a low premium designed to cover higher-than-expected loss experiences.
  27. Second Event Retention

    Second event retention is a strategy used to establish retention in an excess-of-loss reinsurance treaty.
  28. Following Reinsurer

    A following reinsurer is a reinsurance company that signs onto a reinsurance treaty, but isn't the reinsurer that negotiated ...
  29. Early Warning Tests

    Early warning tests are a series of financial ratios and other criteria used to identify insurance companies that may require ...
  30. Channeling

    Channeling is a commercial insurance policy, which insures employees and affiliated personnel under one policy.
  31. Lead Reinsurer

    The lead reinsurer is responsible for negotiating the terms and rates of a reinsurance treaty that other reinsurers participate ...
  32. Alliance of American Insurers (AAI)

    The Alliance Of American Insurers is a coalition consisting primarily of property-casualty insurance carriers.
  33. Associate In Personal Insurance (API)

    The Associate In Personal Insurance designation is earned for completing training in personal lines insurance. It is conferred ...
  34. Basic Extended Reporting Period (BERP)

    A basic extended reporting period is a reporting period extension provided to claims-made liability policyholders.
  35. Associate In Information Technology (AIT)

    Associate In Information Technology (AIT) designation is geared toward educating insurance professionals about the IT environment. ...
  36. Opaque Pricing

    Opaque pricing is a way that companies can sell their merchandise at hidden (lower) prices.
  37. Aggregate Capacity Management

    Aggregate capacity management is the process of planning and managing the overall capacity of an organization's resources.
  38. Adjustment

    Adjustment is the use of mechanisms by a central bank to influence a home currency's exchange rate.
  39. Bidder

    The bidder is the party offering to buy an asset from a seller at a specific price.
  40. Horizontal Market

    A horizontal market is diversified so that the products created are able to meet the needs of more than one industry.
  41. GDP Gap

    GDP gap is the forfeited output of a country's economy resulting from the failure to create sufficient jobs for all those ...
  42. Make A Market

    Make a market is an action whereby a dealer stands by ready, willing and able to buy or sell a particular security at the ...
  43. Payment

    Payment is the transfer of one form of good, service or financial asset in exchange for another form of good, service or ...
  44. Jobber

    Jobber is a slang term for a market maker on the London Stock Exchange prior to October, 1986. Jobbers, also called "stockjobbers," ...
  45. Percentage Change

    Percentage change is a simple mathematical concept that represents the degree of change over time.
  46. Black Market

    A black market is economic activity that takes place outside government-sanctioned channels.
  47. Equilibrium

    Equilibrium state in which market supply and demand balance each other, and as a result, prices become stable.
  48. Market Depth

    Market depth is the market's ability to sustain relatively large market orders without impacting the price of the security.
  49. Peer-to-Peer (P2P) Economy

    A peer-to-peer economy is a decentralized model whereby two parties interact to buy or sell directly with each other, without ...
  50. Factor Market

    A factor market is a marketplace for the services of a factor of production.
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Hot Definitions
  1. Financial Risk

    Financial risk is the possibility that shareholders will lose money when investing in a company if its cash flow fails to ...
  2. Enterprise Value (EV)

    Enterprise Value (EV) is a measure of a company's total value, often used as a more comprehensive alternative to equity market ...
  3. Relative Strength Index - RSI

    Relative Strength Indicator (RSI) is a technical momentum indicator that compares the magnitude of recent gains to recent ...
  4. Dividend

    A dividend is a distribution of a portion of a company's earnings, decided by the board of directors, to a class of its shareholders.
  5. Inventory Turnover

    Inventory turnover is a ratio showing how many times a company has sold and replaces inventory over a period.
  6. Watchlist

    A watchlist is list of securities being monitored for potential trading or investing opportunities.
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