Know Your Terminology: The Difference Between Institutional and Retail Investors
Know Your Terminology: The Difference Between Institutional and Retail Investors Welcome to the second edition of our series on the lingo used by financial advisors and investment professionals. Now that you understand the basic meanings of investing and trading and how they differ, let’s introduce the two main types of industry professionals: institutional and retail […]
Know Your Terminology: The Difference Between Investing and Trading
Know Your Terminology: The Difference Between Investing and Trading If you want to become a sophisticated investor (or at least sound like one), you need to learn the language. It’s the lingo that matters, and you need to know and understand the basic language investment advisors and professional traders speak. Learning the language will not only help […]
What are Structured Notes?
What are Structured Notes? Are you like other investors searching for opportunities to diversify your investment strategies? Diversification is an essential element for long-term portfolio success. There are many options available. Structured notes may be an option to consider adding to your portfolio. Structured notes are a type of investment that combines bonds and derivatives. […]
10 terms related to the current investments management climate
Here are 10 key terms related to the current investments management climate and what we’re expecting to hear more about in the next few months.