Your Clients

  1. 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.
  2. The ESG Data Revolution

    Advisors that want to participate in the ESG data revolution should consider how the ESG Specialist role can best support ...
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. Clearing Broker

    A clearing broker is a member of an exchange that acts as a liaison between an investor and a clearing corporation.
  7. Dealer Market

    A dealer market is a financial market mechanism wherein multiple dealers post prices at which they will buy or sell a specific ...
  8. Percentage Change

    Percentage change is a simple mathematical concept that represents the degree of change over time.
  9. Real Value

    Real value is nominal value adjusted for inflation.
  10. Tenbagger

    A tenbagger is an investment that appreciates to 10 times its initial purchase price.
  11. Financial Economics

    Financial economics is a branch of economics that analyzes the use and distribution of resources in markets in which decisions ...
  12. Stock Market Crash

    A stock market crash is a rapid and often unanticipated drop in stock prices.
  13. How Federal Reserve Activity Impacts Investment Portfolios

    The Federal Reserve's monetary policies impact investments in a number of ways.
  14. Setting Sail with Effective Use of Factors

    We talk about how to build a portfolio of factors—and why.
  15. Top Impact Investor: The Ford Foundation

    The Ford Foundation, one of the world's largest philanthropies, has also become a major contributor to impact investing.
  16. Top Impact Investor: Norway's Government Pension Fund

    The world's biggest sovereign wealth fund makes social change through its buying power.
  17. How the World's Largest Pension Invests in ESG

    The world's biggest pension fund has committed nearly $30 billion to socially responsible investment strategies.
  18. Why the Former CEO of OPIC Believes in SRI

    The former CEO of America's development finance agency weighs in on the significance of impact investing.
  19. SRI Funds and Your 401(k): What You Need to Know

    Socially responsible, green and impact investing options are now DoL-approved for 401(k) plans. Here's what investors should ...
  20. An Advisor's Role as Behavioral Coach

    Investment management is just one part of a financial advisor's role.
  21. Share Turnover

    Share turnover is a measure of stock liquidity, figured by dividing the total number of shares traded in a period by average ...
  22. Average Selling Price (ASP)

    Average selling price is the price at which a certain class of good or service is typically sold.
  23. Circuit Breaker

    Circuit breakers are measures approved by the SEC to curb panic-selling on U.S. stock exchanges and excessive volatility ...
  24. Trader

    A trader is an individual who engages in the transfer of financial assets in any financial market, either for themselves, ...
  25. Black Market

    A black market is economic activity that takes place outside government-sanctioned channels.
  26. Wealth

    Wealth is a measure of the value of all of the assets of worth owned by a person, community, company or country.
  27. Equilibrium

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

    Market depth is the market's ability to sustain relatively large market orders without impacting the price of the security.
  29. 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 ...
  30. Factor Market

    A factor market is a marketplace for the services of a factor of production.
  31. Nasdaq

    Nasdaq is a global electronic marketplace for buying and selling securities, as well as the benchmark index for U.S. technology ...
  32. Floating Stock

    A floating stock is the number of shares available for trading of a particular stock.
  33. Fast-Moving Consumer Goods (FMCG)

    Fast-moving consumer goods are cheaper products that sell quickly, such as milk, gum, fruit and vegetables, soda, beer and ...
  34. Pre-Market

    Pre-market is trading activity that occurs before the regular market session; it typically occurs between 8:00 and 9:30 a.m. ...
  35. Spot Rate

    Spot rate is the price quoted for immediate settlement on a commodity, security or currency. It usually occurs one or two ...
  36. Russell 2000 Index

    The Russell 2000 index measures the performance of approximately 2,000 small caps in the Russell 3000 Index, which comprises ...
  37. Delivery Versus Payment (DVP)

    Delivery versus payment is a securities industry settlement procedure in which the buyer's payment for securities is due ...
  38. Equity Market

    An equity market is a market in which shares are issued and traded, either through exchanges or over-the-counter markets.
  39. Business Continuity Planning (BCP)

    Business continuity planning is the creation of a strategy to ensure that personnel and assets are protected and able to ...
  40. Marginal Rate of Substitution

    The marginal rate of substitution is the amount of a good that a consumer is willing to give up for another good, as long ...
  41. Extra Expense Insurance

    Extra expense insurance provides funds for reasonable and necessary costs a business may incur in the event that business ...
  42. All-In Coverage

    All-in coverage is a type of insurance coverage that applies to communal features in residential multi-family and structures ...
  43. Extra-Contractual Obligations (ECO) Clause

    An extra-contractual obligations (ECO) clause in a reinsurance contract requires a reinsurer to pay for expenses imposed ...
  44. Capital Stock Insurance Companies

    Capital stock insurance companies are companies that get their capital from stockholder contributions, in addition to other ...
  45. Credibility Theory

    Credibility theory refers to tools, policies and procedures used by actuaries when examining data in order to estimate risk. ...
  46. Successive Periods

    Successive periods are periods of time that follow one another chronologically and which are linked together by a common ...
  47. Policy Or Sales Illustration

    A policy or sales illustration is an educational tool that shows a prospective or new insurance policyholder how life or ...
  48. How Advisors Can Engage Prospects Via YouTube

    Here's why and how advisors should leverage YouTube videos to attract new clients.
  49. Workers' Compensation Coverage B

    Workers' Compensation Coverage B is an insurance policy that covers medical care, lost income and rehabilitation costs for ...
  50. Transfer-For-Value Rule

    Transfer-for-value rule states that if a life insurance policy is transferred for something of value, the death benefit is ...
Hot Definitions
  1. 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 ...
  2. Price-Earnings Ratio - P/E Ratio

    The Price-to-Earnings Ratio or P/E ratio is a ratio for valuing a company that measures its current share price relative ...
  3. Internal Rate of Return - IRR

    Internal Rate of Return (IRR) is a metric used in capital budgeting to estimate the profitability of potential investments.
  4. Limit Order

    An order placed with a brokerage to buy or sell a set number of shares at a specified price or better.
  5. Current Ratio

    The current ratio is a liquidity ratio that measures a company's ability to pay short-term and long-term obligations.
  6. Return on Investment (ROI)

    Return on Investment (ROI) is a performance measure used to evaluate the efficiency of an investment or compare the efficiency ...
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