Tag: advisor
Value Proposition
DefinitionA value proposition is a promise of value to be delivered, communicated, and acknowledged. It is also a belief from the customer about how...
Valued Marine Policy
What is 'Valued Marine Policy' A type of insurance coverage that places a specific value on the insured property, such as the...
Federal Covered Advisor
What is 'Federal Covered Advisor' An investment advisor in the United States that manages more than $25 million in assets for other...
Wealth Management
DefinitionWealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals, small-business owners...
Tax Advisor
DefinitionA tax advisor or tax consultant is a person with advanced training and knowledge of tax law. The services of a tax advisor are...
Dean Analytic Schedule
What is the Dean Analytic Schedule
The Dean Analytic Schedule is a tool that insurance companies use to rate fire insurance policies. The schedule assigns...
Donor Advised Fund
What is a Donor Advised Fund
A donor advised fund (DAF) is a type of charitable giving vehicle established by donors to provide an easy...
Unauthorized Investment
What is 'Unauthorized Investment' Any investment that has not been specifically authorized by a legal trust. Unauthorized investments can technically meet statutory...
John Neff
DefinitionJohn B. Neff, CFA, is an American investor, mutual fund manager, and philanthropist. He is notable for his contrarian and value investing styles as...
James D. Slater
What is 'James D. Slater' A renowned investment author in Britain, who wrote a Sunday column in London's The Sunday Telegraph under...