Personal Wealth & Private Banking

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  1. How to Avoid Being Scammed by Asset Recovery Companies

    Victims of money scams have even more to worry about than their lost assets: the real risk of getting scammed again, by a ...
  2. How To Invest Like An Endowment

    A successful endowment helps in reducing the financial burden of a university by generating a consistent flow of income year ...
  3. How Installment Loans Work

    An installment loan is repaid in regularly scheduled payments. Here's what you need to know before taking one out.
  4. Best Bank Rewards Programs for the Wealthy

    Compare perks offered by three large banks to wealthy individuals, including higher payment limits, elimination of fees and ...
  5. How to Join an Angel Investor Group

    If you’re new to angel investing, it often helps to join a group that can partner up on deals and spread out the due diligence ...
  6. Investopedia's Oddest Business and Investing Terms

    The oddest business and investing terms found on Investopedia.
  7. 6 Easy Ways To Keep Current

    Here are six ways in which you can keep up with the news while you are on the go.
  8. Top Premium Checking Accounts

    Which banks offer the best deals for premium checking accounts — and what do you have to do to qualify for one?
  9. Common interview questions for private bankers

    Learn some specific questions often asked in interviews for private banker jobs, as well as what a job candidate needs to ...
  10. What level of return on equity is common for bank?

    Discover what the average return on equity (ROE) ratio is for companies in the banking industry, and understand the significance ...
  11. 6 investing mistakes the ultra wealthy don't make

    Understand who ultra-high-net-worth individuals are and how they invest. Learn about six key investment mistakes the ultra ...
  12. Asset Liquidation Agreement (ALA)

    A contract between the Federal Deposit Insurance Corporation and private sector contractors, that manages the assets of failed ...
  13. B2B Robo-Advisor

    A B2B robo-advisor is a digital automated portfolio management platform that is used by financial advisors.
  14. Customer Information File (CIF)

    A Customer Information File (CIF) is a computerized file that stores all pertinent information about a bank customer's personal ...
  15. Private Banking Versus Wealth Management

    Discover the various ways in which private banking and wealth management services coincide, as well as the significant differences ...
  16. 529 Savings Plan

    A 529 Savings Plan is a tax-advantaged college savings account created by a holder for a designated beneficiary, for tuition, ...
  17. Amortization

    Amortization is an accounting technique used to lower the cost value of a finite life or intangible asset incrementally through ...
  18. Pre-IPO Placement

    Pre-IPO placement is when a portion of an initial public offering (IPO) is placed with private investors right before the ...
  19. Is there a difference between capital gains and dividend income?

    Selling something for a profit leads to capital gains. A payment made by a corporations to stockholders is a dividend. Both ...
  20. What is the financial services sector?

    The financial services sector consists of a diverse group of companies that goes beyond banks and credit unions.
  21. Initial Public Offering - IPO

    An initial public offering is when a private company or corporation raises investment capital by offering its stock to the ...
  22. Morganization

    Morganization refers to monopolization techniques used by J.P. Morgan in the nineteenth century.
  23. Moving Retirement Plan Assets: How To Avoid Mistakes

    Sometimes things go wrong in a simple transfer of funds. Make sure you know how to avoid penalties.
  24. Idle Funds

    Idle funds refers to money that is not invested or deposited into interest-bearing accounts, and, therefore, earns no interest ...
  25. Chaos Theory

    Chaos theory is a mathematical concept that explains that it is possible to get random results from normal equations.
  26. 4 Ways To Cut Your Living Expenses

    Living expenses can add up if you're not careful. Here's how to save on everyday living expenses.
  27. Is my IRA or Roth IRA FDIC-Insured?

    Understand how the Federal Deposit Insurance Corporation (FDIC) protects certain individual retirement accounts, and learn ...
  28. Pros And Cons Of Offshore Investing

    Tax loopholes for investing abroad are shrinking, but there are still plenty of viable prospects. Get the big picture here. ...
  29. Overall Liquidity Ratio

    Overall liquidity ratio is the measurement of a company’s capacity to pay for its liabilities with its assets.
  30. Life Settlement

    A life settlement is the selling of one's life insurance policy to a third party for a one-time cash payment.
  31. Offering

    An offering is the issue or sale of a security by a company. It is often used in reference to an initial public offering ...
  32. Trilemma

    A trilemma describes the theory that a country cannot have free flow of capital, a fixed exchange rate, and independent monetary ...
  33. Underwriting Standards

    Underwriting standards are guidelines established to ensure that safe and secure loans are issued and maintained.
  34. Gross Spread

    Gross spread is the difference between the underwriting price received by the issuing company and the actual price offered ...
  35. Undersubscribed

    Undersubscribed is a situation in which demand for IPO securities is less than the number of shares issued, also known as ...
  36. Actuarial Service

    Actuarial service is one way corporations determine, assess and plan for the financial impact of risk.
  37. Seasoned Issue

    A seasoned issue is the issue of additional securities from an established company whose securities already trade in the ...
  38. Bank Insurance

    Bank insurance is a guarantee by the Federal Deposit Insurance Corporation (FDIC) of deposits in a bank.
  39. Safe Deposit Box

    A safe deposit box is usually located inside a bank and is used to store valuables.
  40. Underwriting Agreement

    An underwriting agreement is a contract between a group of investment bankers in an underwriting syndicate and the issuer ...
  41. UDAAP

    UDAAP is an acronym referring to unfair, deceptive or abusive acts or practices by those who offer financial products or ...
  42. Primary Offering

    A primary offering is the first issuance of stock from a private company for public sale.
  43. Public Offering Price (POP)

    The public offering price (POP) is the price at which new issues of stock are offered to the public by an underwriter.
  44. Protected Cell Company (PCC)

    A protected cell company (PCC) is a corporate structure, a single legal entity made of a core and several cells with separate ...
  45. All Risks

    All risks is a type of insurance coverage that automatically covers any risk that the contract does not explicitly omit.
  46. Uninsurable Risk

    Uninsurable risk is a condition that poses unknowable or unacceptable risk of loss.
  47. Investment Bank (IB)

    An investment bank is an intermediary between securities issuers and investors, does underwriting and acts as broker/advisor ...
  48. Why is Jersey considered a tax haven?

    Learn about the tax haven status of Jersey, an autonomous nation located in the Channel Islands that is subject to the British ...
  49. The Giants of Finance: Andrew Carnegie

    Though not as well-remembered as some of his contemporaries, Andrew Carnegie's legacy is strong and moralistic.
  50. The Best and Worst Investing Advice

    Some financial sayings are worth a second look, even if they seem to be set in stone.
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