Your Clients

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  1. Chartered Advisor for Senior Living (CASL)

    Chartered Advisor for Senior Living (CASL) is a professional designation for individuals whose advice helps older clients ...
  2. Investment Policy Statement (IPS)

    An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general ...
  3. Indian School of Business (ISB)

    Indian School of Business is an international school of business located in Hyderabad, India, offering postgraduate and post-doctoral ...
  4. Eurogroup

    Eurogroup is an informal, meeting of the finance ministers of European states that have adopted the Euro as their currency.
  5. James E. Meade

    James E. Meade was an economist who won the 1977 Nobel Prize in Economic Sciences for research on international trade and ...
  6. China Europe International Business School (CEIBS)

    China Europe International Business School is a school of international business located in Shanghai, China.
  7. Continuously Offered Longer-Term Securities

    Continuously Offered Longer-Term Securities are a type of bond that's been sold by the World Bank since 1989 in order to ...
  8. Limited Convertibility

    Limited convertibility refers to a situation in which government regulations prevent the free conversion of the home currency ...
  9. Sprexit

    Sprexit, or SPanish euRo exit, is the possible case of Spain leaving the euro common currency and re-establishing its own ...
  10. Montreal Exchange

    The Montreal Exchange is a Canadian derivatives exchange for stock options, interest rate futures and options, as well as ...
  11. Country Basket

    A country basket is a selection of countries that are grouped together in order to provide insight into the effect of changing ...
  12. Kakaku Yusen

    Kakaku Yusen is a pricing system used by the Tokyo Stock Exchange that gives priority to lower-priced trades over a higher-priced ...
  13. Kenneth Arrow

    Kenneth Arrow was an American economist who won the Nobel Prize in Economics in 1972 for his work in general equilibrium ...
  14. Canadian Capital Markets Association (CCMA)

    The Canadian Capital Markets Association was created to analyze issues arising in the Canadian and international capital ...
  15. National Association of Securities Dealers (NASD)

    The National Association of Securities Dealers (NASD) was a self-regulatory organization of the securities industry and a ...
  16. Financial Industry Regulatory Authority (FINRA)

    The Financial Industry Regulatory Authority (FINRA) is a regulatory body charged with governing business between brokers, ...
  17. Canadian Securities Administrators (CSA)

    Canadian Securities Administrators is a collective forum composed of all the provincial and territorial securities regulators ...
  18. National Australia Bank (NAB)

    The National Australia Bank is one of the major banking entities in Australia. It provides a wide range of financial services.
  19. Anatolian Tiger

    Anatolian Tiger is a colloquial term that refers to several cities in central Turkey whose industrial strength has resulted ...
  20. Series 24

    The Series 24 is an exam and license entitling the holder to supervise and manage branch activities at a broker-dealer.
  21. Series 65

    The Series 65 is an exam and securities license required by most U.S. states for individuals who act as investment advisers. ...
  22. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  23. CFA Institute

    The CFA Institute is an international organization that serves investment management professionals with educational, ethical ...
  24. Canadian Securities Institute (CSI)

    The Canadian Securities Institute is Canada's leading provider of professional credentials and compliance programs for the ...
  25. 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.
  26. Diversity Increases as Smart Beta ETFs Evolve

    Smart-beta ETFs generally have different top holdings than the diversified S&P 500 or Russell 1000 indices, and their ...
  27. Breeder's Insurance Policy

    A breeder's insurance policy provides protection against damage, theft or loss of bred animals.
  28. Preparing for a Career as a Portfolio Manager

    Find out what it takes to win a spot in one of the most coveted financial careers, portfolio manager.
  29. 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 ...
  30. Wholesale Life Insurance

    Wholesale life insurance is a type of employer-sponsored protection against the loss of income in the event the insured becomes ...
  31. Clients Aren't Ready for Rising Rates

    Investors aren’t used to seeing volatility in their bond portfolios, and many clients may not ready for rising interest rates, ...
  32. Cat Spread

    A cat spread is a type of derivative traded on the Chicago Board of Trade (CBOT) that takes the form of an option on a catastrophe ...
  33. Brokerage Department

    A brokerage department within an insurance company obtains insurance for difficult-to-insure customers through alternate ...
  34. Joint-Life Payout

    A joint-life payout is one of two options normally available for retirees to choose as the method of payout for their employee ...
  35. Trust-Owned Life Insurance (TOLI)

    Trust-owned life insurance is insurance that resides inside a trust. It is used by many high net worth individuals as the ...
  36. Variable Survivorship Life Insurance

    Variable survivorship life insurance is variable life insurance that covers two individuals and pays a death benefit, only ...
  37. Unbundled Life Insurance Policy

    An unbundled life insurance policy is a type of financial protection plan that provides cash to beneficiaries upon the policyholder's ...
  38. Discovery Cover

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

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

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

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

    Advisory endorsements are adjustments to the provisions used to create an insurance policy.
  43. Banks Enter the Robo Advisory Game

    The partnership announced this week between Fifth Third Bancorp and Fidelity is one of about a half-dozen similar partnerships ...
  44. Contents Rate

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

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

    A unilateral extended reporting period provision allows the insured to extend the coverage period if the insurer decides ...
  47. After-Tax Return On Assets

    After-Tax Return On Assets is a financial ratio that shows the percentage of after-tax income generated by a company's investment ...
  48. Advisors and Clients: Consider This as Rates Rise

    After lying dormant for years, interest rates are rising again, both in the United States and abroad. In addition, credit ...
  49. Values

    Values are the worth of a non-forfeiture clause that specifies that an insured party would receive the equity from a life ...
  50. Continuing Undertaking Rule

    Continuing undertaking rule is a legal rule that temporarily stops the statute of limitations from moving to expiry for claims ...
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