Financial Advisors

  1. Why Leveraged ETFs Are Not a Long-Term Bet

    Leveraged ETFs aren't for the average investor. They can, however, present significant upside potential for the right type ...
  2. Top 4 Inverse Volatility ETFs for 2018

    By seeking the inverse of the performance of the volatility index, some investors make strong returns.
  3. Adjusted Earnings

    Adjusted earnings are the sum of earnings and increases in loss reserves, new business, deficiency reserves, deferred tax ...
  4. Mohamed El-Erian on ETFs and a Possible Market Bubble

    Are we in a bubble? That’s the question Mohamed El-Erian asked the audience to answer at the start of his closing keynote ...
  5. Advisors: Here Are the SEC's Concerns About Bitcoin ETFs

    Jeremy Senderowicz, an attorney and expert on laws pertaining to ETFs and mutual funds, explains why the SEC is concerned ...
  6. Advisors: Top ETF Picks for Clients in 2018

    January is often a good time to re-evaluate portfolio holdings, and consider where best to allocate a client's assets.
  1. Adjusted Earnings

    Adjusted earnings are the sum of earnings and increases in loss reserves, new business, deficiency reserves, deferred tax ...
  2. Liquid Alternatives

    Liquid alternatives are a class of mutual funds that use alternative investing strategies similar to hedge funds but with ...
  3. Alternative Investments: A Look at the Pros & Cons

    Alternative investments are becoming popular investment vehicles for individual investors.
  4. Investment Company

    An investment company is a corporation or trust engaged in the business of investing the pooled capital of investors in financial ...
  5. Annual Report

    An annual report is a publication that public corporations must provide annually to shareholders to describe their operations ...
  6. How can I find tax-exempt mutual funds?

    Learn about finding tax-free mutual funds at major investment firms, including how tax-free funds work and what you should ...
  1. Bank Insurance

    Bank insurance is a guarantee by the Federal Deposit Insurance Corporation (FDIC) of deposits in a bank.
  2. Insurance Grace Period

    An insurance grace period is a defined amount of time after the premium is due in which a policyholder can make a premium ...
  3. Mortality And Expense Risk Charge

    A mortality and expense risk charge is a variable annuity fee that compensates insurance companies for risks and expenses ...
  4. Hurricane Deductible

    A hurricane deductible is the amount a homeowner must pay before insurance will cover the damage caused by a hurricane.
  5. Insurance Risk Class

    An insurance risk class has similar characteristics, which are used to determine risks of underwriting a policy and the premium ...
  6. Long-Tail Liability

    A long-tail liability is a type of liability that carries a long settlement period.
  1. Insurance Grace Period

    An insurance grace period is a defined amount of time after the premium is due in which a policyholder can make a premium ...
  2. Mortality And Expense Risk Charge

    A mortality and expense risk charge is a variable annuity fee that compensates insurance companies for risks and expenses ...
  3. Hurricane Deductible

    A hurricane deductible is the amount a homeowner must pay before insurance will cover the damage caused by a hurricane.
  4. Insurance Risk Class

    An insurance risk class has similar characteristics, which are used to determine risks of underwriting a policy and the premium ...
  5. Advisors: How to Respond to Rising Yields and Interest Rates

    It took more than a year to happen, but interest rates are finally rising again. Now bond ETFs tied to 10-year Treasuries ...
  6. Insurance Company Credit Rating

    An insurance company credit rating is the opinion of an independent agency regarding the financial strength of an insurance ...
  1. Why Your Advisory Business Is Failing, and How to Fix It

    If your financial advisory business is struggling, here are some potential causes, and what you can do to turn it around. ...
  2. Bornhuetter-Ferguson Technique

    The Bornhuetter-Ferguson technique is a method for calculating an estimate of an insurance company’s losses.
  3. Mohamed El-Erian on ETFs and a Possible Market Bubble

    Are we in a bubble? That’s the question Mohamed El-Erian asked the audience to answer at the start of his closing keynote ...
  4. Actuarial Science

    Actuarial science is a discipline that assesses financial risks in the insurance and finance fields, using mathematical and ...
  5. Reinsurer

    A reinsurer is a company that provides financial protection to insurance companies.
  6. Re-Offer Price

    A re-offer price is the price at which the underwriting syndicate of a debt issue resells bonds to public investors.
  1. Virtual Office

    A virtual office gives businesses a physical address and office-related services without the overhead of a long lease and ...
  2. Advisors: Here Are the SEC's Concerns About Bitcoin ETFs

    Jeremy Senderowicz, an attorney and expert on laws pertaining to ETFs and mutual funds, explains why the SEC is concerned ...
  3. Financial Adviser

    A financial adviser (or advisor) is a professional who provides financial guidance to clients based on their needs and goals.
  4. Open Architecture

    Open architecture is used to describe a financial institution's ability to offer clients both proprietary and external products ...
  5. Alternative Investments: A Look at the Pros & Cons

    Alternative investments are becoming popular investment vehicles for individual investors.
  6. Wrap Fee

    A wrap fee is a comprehensive charge levied by an investment manager or investment advisor to a client for providing a bundle ...

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Hot Definitions
  1. Quick Ratio

    The quick ratio measures a company’s ability to meet its short-term obligations with its most liquid assets.
  2. Inventory Turnover

    Inventory Turnover is a ratio showing how many times a company's inventory is sold and replaced over a period. The days in ...
  3. Mutual Fund

    Mutual funds combine money from many investors to invest in a portfolio of stocks, bonds or other securities.
  4. Dividend

    A dividend is a distribution of a portion of a company's earnings, decided by the board of directors, to a class of its shareholders.
  5. Watchlist

    A watchlist is list of securities being monitored for potential trading or investing opportunities.
  6. Wealth Management

    A high-level professional service that combines financial/investment advice, accounting/tax services, retirement planning ...
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