Tag: advisor

How Financial Advisors Will Guide You Through the Will Process

The death of a loved one, whether expected or not, can be a trying experience for the entire family. This is especially true when...

Hands-Off Investor

What is 'Hands-Off Investor' An investor who prefers to set an investment portfolio and make only minor changes for a long period...

Hawk

What is a 'Hawk' A hawk, also known as an inflation hawk, is a policymaker or advisor who is predominantly concerned with...

Hands-On Investor

What is 'Hands-On Investor' An investor who holds a large portion of a company's shares and takes an active management role. A...

National Association Of Insurance And Financial Advisors (NAIFA)

What is 'National Association Of Insurance And Financial Advisors - NAIFA' A nonprofit group that works on behalf of its members to...

Management Audit

DefinitionManagement Audit is a systematic examination of decisions and actions of the management to analyse the performance. Management audit involves the review of managerial...

Assets under Management

DefinitionIn finance, assets under management, sometimes called funds under management, measures the total market value of all the financial assets which a financial institution...

Safe Harbor

What is 'Safe Harbor' Safe harbor refers to a legal provision to reduce or eliminate liability in certain situations as long as...

Qualified Professional Asset Manager (QPAM)

What is 'Qualified Professional Asset Manager - QPAM' A registered investment advisor/manager. The criteria for qualifying as a QPAM are defined by...

Qualifying Transaction

What is 'Qualifying Transaction' A type of transaction that occurs when a company issues public stock in Canada. A qualifying transaction occurs...

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