Financial services glossary

Several years have now passed since the financial crisis and the onslaught of regulations intended to prevent a future crisis. Regulatory reform has assuredly resulted in significant changes to our financial services sector. A method of exchanging insurance-related assets without triggering a taxable event. Improve your financial literacy with this dictionary of financial terms.

Learn the most commonly used terms in finance, business and the stock market. The capital asset pricing model has been widely used for many years by the global financial services industry to try and predict the returns you should expect. Whether you’re new to the world of financial services technology or not, it can be hard to keep up with the emerging tech buzzwords and acronyms. That’s why we decided to create our glossary - a one stop shop that demystifies the most popular and trending terms that the world of fintech can’t live without. How to invest in stocks?

What are key financial terms? We take great care in listening to our client’s needs and objectives, so that we can build customized investment portfolios to help them achieve their financial goals and dreams. Aggressive growth fund An investment fund that takes higher risk of loss in return for potentially higher returns or gains. German Banking Act (KWG). In addition, crypto custody business also constitutes a financial service.

This financial glossary gives better, more precise, and simple-to-understand meanings of financial terminology. Before beginning my glossary , let me first define the scope of this glossary. Stock market terminology is a very vast subject that covers the bond market, stock market, trading, portfolios and even stock term slang or jargon.

Most services require supporting goods in order to be useful. The same applies to goods, i. In a book titled – ‘Service Design and Delivery‘ – Glenn Parry, Linda B. Newnes, and Xiaoxi Huang wrote: “They (goods and services ) will sit at a point along this spectrum. We are monitoring news about COVID-(the coronavirus) and understand the concern the spread of the virus has caused. Here are some common financial services terms that you might hear while communicating with our departments.

The act of amending the budget by moving funds from one category or line item to another. Expenditure Transfer. The process used to move expenditures (payroll charges) from one account to another.

This means that FSCS can pay compensation if a firm is unable, or likely to be unable, to pay claims against it. One of the main sources of financial dictionary is the financial glossary by Campbell R. Harvey, renowned finance expert and J. Paul Sticht, professor of International Business at Duke University. It provides concise definitions of 0terms with 10useful links. For a business, financial statements typically include a balance sheet, a profit and loss statement, and a cash flow statement. FINRA seeks to protect investors by making sure the securities industry.

Financial Dictionary.