Your Practice

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  1. Net Premium

    Net premium is the expected present value of a policy’s benefits minus the expected present value of future premiums.
  2. Incontestability Clause

    An incontestability clause is a clause that prevents providers from voiding coverage due to misstatement by the insured after ...
  3. Mortality Table

    A mortality table shows the rate of deaths occurring in a defined population during a selected time interval or survival ...
  4. 4 Signs You Should Fire a Financial Planning Client

    A client may not be worth keeping if they display these behaviors.
  5. Chartered Life Underwriter (CLU)

    A chartered life underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance ...
  6. Why Dividend Stocks Are Losing Their Magic

    Less Magic: Rising stocks and interest rates make dividend stocks less attractive
  7. Burning-Cost Ratio

    Burning-cost ratio is an insurance industry calculation of excess losses divided by the total subject premium.
  8. Frequency-Severity Method

    Frequency-severity method is an actuarial method that determines expected number of claims (and average costs) that will ...
  9. How to Help Clients Understand ETF Liquidity

    With individual stocks, liquidity is about trading volume and its regularity—more is better. For clients who want ETFs, there’s ...
  10. Series 11

    The Series 11 is a securities license that allows holders to provide current securities quotations and accept unsolicited ...
  11. Advisor Insights: Frequently Asked Questions

    Here are answers to frequently asked questions about Investopedia's Advisor Insights platform.
  12. Advisor Insights: Frequently Asked Questions for Members

    Answers to some of the most common questions asked by members of Advisor Insights.
  13. Resolving Disputes With Your Financial Advisor

    Before you blame your advisor for your losses, be sure you know your rights and responsibilities.
  14. Bernstein: These Are the Mistakes Bond Investors Made

    Richard Bernstein Advisors is known for its top-down approach that focuses on macro trends. Here he considers incorrect assessments ...
  15. Advisors: Time to Rethink Natural Resource Investments

    Natural resource investments, such as ETFs, can be an attractive long-term addition to a client's portfolio.
  16. What Fiduciary Advice Is Worth to Your Portfolio

    Fiduciary financial advice includes improving investment returns and your quality of life.
  17. Series 26

    The Series 26 is a securities exam and license entitling the holder to supervise those who sell funds, variable annuities ...
  18. Series 34

    The Series 34 is an exam and license required for individuals seeking to engage in off-exchange forex transactions with retail ...
  19. Series 9/10

    Series 9/10 is a two-part securities exam and license entitling the holder to supervise sales activities at a general securities-oriented ...
  20. Series 53

    The Series 53 is an exam and license that permits an individual to supervise the municipal securities activities of a securities ...
  21. Registered Principal

    A registered principal is a licensed securities dealer who is also empowered to oversee operational, compliance, trading ...
  22. Series 31

    The Series 31 is an exam and securities license entitling the holder to sell managed futures funds or supervise those activities.
  23. Fulcrum Fee

    A fulcrum fee is a performance-based fee that adjusts up or down based on outperforming or underperforming a benchmark.
  24. Personal Financial Specialist - PFS

    Personal Financial Specialist is a specialty credential for CPAs who are expert at helping individuals with all aspects of ...
  25. Cash Balance Pensions: Pros, Cons for Small Biz

    Are cash balance pensions the right solution for your small business clients?
  26. Best Banks to Stash My Million Dollars

    Get the richest perks and red carpet treatment for you and your money from these financial institutions.
  27. This ETF Is Prepared for Trump's Tax Plan

    There is one ETF in the market that was designed for exactly this moment in time, the passing of the most sweeping tax reform ...
  28. Series 55

    The Series 55 is an exam and license that entitles the holder to actively participate in equity trading.
  29. Series 86/87

    Series 86/87 is a test known as the Research Analyst Qualification Exam and is administered by the Financial Industry Regulatory ...
  30. Open Architecture

    Open architecture is used to describe a financial institution's ability to offer clients both proprietary and external products ...
  31. Underwriter

    An underwriter is any entity that evaluates and assumes another entity's risk for a fee, such as a commission, premium, spread ...
  32. Build a Better Financial Plan with Mind Mapping

    Here's how to use mind maps to better assist your financial planning.
  33. Investment Bank (IB)

    An investment bank (IB) is an intermediary between securities issuers and investors, does underwriting and acts as broker/advisor ...
  34. 3 Ways to Increase Your Value as a Financial Advisor

    Advisors can increase their value to clients by taking these three unique steps.
  35. Central Registration Depository (CRD)

    The Central Registration Depository (CRD) is a database maintained by FINRA of all firms and individuals involved in the ...
  36. Fee-Based Investment

    A fee-based investment refers to how a financial advisor is compensated, in particular, the ability to earn a commission ...
  37. Alternative Investments: A Look at the Pros & Cons

    Alternative investments are becoming popular investment vehicles for individual investors.
  38. Choosing an Advisor: Wall Street Vs. Main Street

    A high-profile name alone won't meet your investing needs. What else to look for in an advisor.
  39. Shopping for a Financial Advisor

    Finding your perfect advisor is as simple as shopping for a car. Read on to learn more.
  40. Financial Planners: Specialize in Seniors

    This demographic has all the needs to keep your financial planner firm busy year-round.
  41. Top Retirement Prep Questions to Ask Clients

    Is your client really ready for retirement? Here are some essential questions to ask.
  42. Successful Fiduciaries Put Their Oxygen Mask On First

    Part two of the blog series, “Five Disciplines of a Successful Fiduciary,” focuses on personal leadership.
  43. Find an Advisor Who Will Work in Your Best Interest

    A certified financial planner who is a fiduciary and works in a fee-only capacity is your best bet. Here's why.
  44. Advisors: Incorporating Impact Investing in Client Portfolios

    Impact investing can carry unique risks, but planning for them ahead of time can will help you incorporate these funds in ...
  45. ESG, SRI & Impact Investing: Explaining the Difference to Clients

    There are distinct differences between ESG, SRI and impact investing that clients should understand.
  46. How Much Should Clients Allocate to Impact Investing?

    Advisors can help clients make allocations to impact investments by following these four tips.
  47. How ESG, SRI and Impact Funds Differ

    These are the differences between socially-dimensioned investments, which are an increasingly popular choice among investors. ...
  48. How to Talk to Clients About Socially Responsible Investing

    Many clients are asking their advisors about socially responsible investing options. Here are some of the questions advisors ...
  49. Financial career options for professionals

    The financial services industry is multifaceted, offering a variety of positions that cater to a number of different skills ...
  50. Why These Are the Most Valuable Brands of 2018

    A company's brand can be worth billions of dollars. Here are the most valuable global brands in 2018.
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Hot Definitions
  1. Bubble

    1. An economic cycle characterized by rapid expansion followed by a contraction. 2. A surge in equity prices, often more ...
  2. Swap

    A swap is a derivative contract through which two parties exchange financial instruments, such as interest rates, commodities, ...
  3. Yield Curve

    A yield curve is a line that plots the interest rates, at a set point in time, of bonds having equal credit quality, but ...
  4. Gross Profit

    Gross profit is the profit a company makes after deducting the costs of making and selling its products, or the costs of ...
  5. Risk Tolerance

    The degree of variability in investment returns that an individual is willing to withstand. Risk tolerance is an important ...
  6. Donchian Channels

    A moving average indicator developed by Richard Donchian. It plots the highest high and lowest low over the last period time ...
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