Tag: senior

What is 'Paraplanning' A relatively new position within the financial planning industry that involves the performance of the administrative duties of a...

What is 'Federal Covered Advisor' An investment advisor in the United States that manages more than $25 million in assets for other...

Definition A fixed interest rate loan is a loan where the interest rate doesn't fluctuate during the fixed rate period of the loan. This allows...

What is 'Gentry-De La Garza Model' A different way of managing account receivables, proposed by college professors James A. Gentry and Jesus...

DefinitionA tax advisor or tax consultant is a person with advanced training and knowledge of tax law. The services of a tax advisor are...

DefinitionDaniel Paul "Dan" Amos is an American business executive. He serves as the chairman and chief executive officer of Aflac and Aflac Incorporated. Daniel...

DefinitionDavid W. Dorman is an American Telecommunications executive and founding partner of Centerview Capital Technology Partners. Dorman is currently Non-Executive Chairman of the Board...

What is 'James D. Slater' A renowned investment author in Britain, who wrote a Sunday column in London's The Sunday Telegraph under...

John B. Taylor's life and career John B. Taylor is a senior fellow at the Hoover Institution and the Mary and Robert Raymond Professor of...

Who is James Crosby? James Crosby is a retired British banker who served as the chief executive of HBOS from 2000 to 2006. Born in...