Your Clients

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  1. Associate In Personal Insurance (API)

    The Associate In Personal Insurance designation is earned for completing training in personal lines insurance. It is conferred ...
  2. Yacht Insurance

    Yacht insurance is an insurance policy that provides indemnity liability coverage on pleasure boats.
  3. Basic Extended Reporting Period (BERP)

    A basic extended reporting period is a reporting period extension provided to claims-made liability policyholders.
  4. Cleanup Fund

    A cleanup fund is an insurance term referring to the final expenses associated with an individual after his/her death.
  5. Covenant Not To Execute

    A covenant not to execute is a lawsuit agreement in which the plaintiff agrees not to execute a judgment against the defendant. ...
  6. Certifications For Estate Planning

    These certifications can lead to a promising career, but is estate planning for you?
  7. Smart Beta Projected to Replace Active Management

    Factor investing should be considered the "third leg" of an investment strategy, straddling active stock selection and index-based ...
  8. Industry Loss Warranty

    Industry loss warranty is an insurance or reinsurance contract in which coverage is triggered when losses experienced by ...
  9. Water Damage Clause

    A water damage clause in a property-casualty insurance contract states that the insured is covered for water damage that ...
  10. Associate In Information Technology (AIT)

    Associate In Information Technology (AIT) designation is geared toward educating insurance professionals about the IT environment. ...
  11. SWOT Analysis

    SWOT analysis is an analysis framework used to evaluate a company's competitive position and stands for Strengths, Weaknesses, ...
  12. Impaired Insurer

    An impaired insurer is an insurance company that may be unable to fulfill its obligations, and has been placed under rehabilitation ...
  13. Insurance Cutoff

    Insurance cutoff is a reinsurance contract provision that prevents the reinsurer from being liable for claims after the contract ...
  14. Water Quality Insurance Syndicate (WQIS)

    The Water Quality Insurance Syndicate is an American company that provides water pollution liability insurance for marine ...
  15. Retained Earnings

    Retained earnings are the cumulative net earnings or profit of a firm after accounting for dividends and are sometimes referred ...
  16. ARK Dramatically Trims ETFs' Bitcoin Exposure

    Just over a month ago, the ARK Innovation ETF (ARKK) took home’s “ETF Of The Year” award. Bitcoin was crucial to ...
  17. Opaque Pricing

    Opaque pricing is a way that companies can sell their merchandise at hidden (lower) prices.
  18. Technical Decline

    Technical decline is a fall in the price of a security caused by factors other than a change in the fundamental value of ...
  19. The World's Cheapest ESG, ETF Portfolio

    Is it possible to build a broadly diversified portfolio using only socially responsible ETFs? Yes. And doing so won't cost ...
  20. Reaching Millennials: Your Future Success Depends on It

    In the next decade, millennials will enter their prime earning years and are expected to grow their wealth significantly.
  21. Core Retail Sales

    Core retail sales refers to aggregate retail sales in the U.S. excluding automobile and gasoline sales, which are excluded ...
  22. Aggregate Capacity Management

    Aggregate capacity management is the process of planning and managing the overall capacity of an organization's resources.
  23. New Trump DOL Guidance Affects Fiduciaries, Activist Investors

    New Department of Labor guidance affects fiduciaries' ability to consider ESG investments in ERISA plans.
  24. Designations No Retirement Planner Should Be Without

    Advance your career and gain clientele by adding a few choice certifications.
  25. Macroprudential Analysis

    Macroprudential analysis is a method of economic analysis that evaluates the health, soundness and vulnerabilities of a financial ...
  26. Recognition Lag

    Recognition lag is the time lag between when an actual economic shock occurs and when it is recognized by economists, central ...
  27. Intermarket Analysis

    Intermarket analysis looks at related asset classes or financial markets to determine their strength or weakness.
  28. 5 Best Bets For Buying Gold

    Gold is a desirable alternative for those looking to diversify their risk. Jewelry, bullion, gold-mining companies' stocks, ...
  29. When Volatility Means Opportunity

    A volatile market can yield positive benefits for investors.
  30. FTSE RAFI US 1000 Index

    The FTSE RAFI US 1000 Index is an index of stocks based on the largest 1,000 fundamentally ranked companies.
  31. Adjustment

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

    The bidder is the party offering to buy an asset from a seller at a specific price.
  33. Normal Market Size

    Normal market size is a share classification structure based on the number of shares outstanding.
  34. Fractal Markets Hypothesis (FMH)

    Fractal Markets Hypothesis is an alternative investment theory to Efficient Market Hypothesis (EMH). It analyzes the daily ...
  35. Horizontal Market

    A horizontal market is diversified so that the products created are able to meet the needs of more than one industry.
  36. Sine Wave

    A sine wave is a geometric waveform that oscillates (moves up, down or side-to-side) periodically, and is defined by the ...
  37. Thomson First Call

    Thomson First Call has provided access to commingled financial research since 1984. Today, Thomson First Call distributes ...
  38. Implementation Shortfall

    An implementation shortfall is the difference between the price when a buy or sell decision is made and the final execution ...
  39. Noise

    In a broad analytical context, noise refers to information or activity that confuses or misrepresents genuine underlying ...
  40. Russell 3000 Value Index

    Russell 3000 Value Index is a market-capitalization weighted equity index maintained by the Russell Investment Group and ...
  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. Sustainalytics is Investing for the Long Term

    Sustainalytics, a provider of corporate ESG research, ratings and analysis, has acquired Solaron, which expands the firm’s ...
  43. Shades of Green Fixed Income

    While the green bond market continues to grow, it still lacks transparency and a formal compliance process.
  44. Growing Pains For Marijuana ETFs

    Since the start of the year, no new marijuana ETFs have launched, nor have new ones been filed, and it's unclear when—or ...
  45. Data Availability Drives ESG Investing Surge

    Asset managers are capitalizing on a new swell of quantifiable information, with investors following suit.
  46. Taping Rule

    The taping rule requires special monitoring of FINRA registered persons with a troubled history and firms that hire such ...
  47. FINRA BrokerCheck

    FINRA BrokerCheck is a free, online tool that helps individuals research brokers, brokerage firms, investment adviser firms ...
  48. Active or Passive? Why Not Both?

    While advisors frequently debate whether active or passive management is superior, many forget that there is a middle ground ...
  49. Advisors: Don’t Let Clients Chase ETF Returns

    The ease of trading ETFs has some investors chasing performance. Here's how advisors can help clients avoid making mistakes. ...
  50. Shakeout

    A shakeout is a situation in which many investors exit their positions, often at a loss, because of uncertainty or recent ...
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Hot Definitions
  1. Capital Asset Pricing Model - CAPM

    Capital Asset Pricing Model (CAPM) is a model that describes the relationship between risk and expected return and that is ...
  2. Return On Equity - ROE

    The profitability returned in direct relation to shareholders' investments is called the return on equity.
  3. Working Capital

    Working capital, also known as net working capital is a measure of a company's liquidity and operational efficiency.
  4. Bond

    A bond is a fixed income investment in which an investor loans money to an entity (corporate or governmental) that borrows ...
  5. Compound Annual Growth Rate - CAGR

    The Compound Annual Growth Rate (CAGR) is the mean annual growth rate of an investment over a specified period of time longer ...
  6. Net Present Value - NPV

    Net Present Value (NPV) is the difference between the present value of cash inflows and the present value of cash outflows ...
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