Menu

Financial Dictionary

Page-top-curve

Financial Dictionary 

Thousands of investors have told us they are confused by the investment jargon that is used by financial advisors. We also know some terms, that investors don't understand, are used by advisors as sales ploys. They establish themselves as experts when they define a term you may not understand. 

There is an alternative. We have defined more than 1,500 commonly used financial terms. Look-up a definition by entering the term in the search engine or using the alphabetical search service.

Definition of 'Know Your Client'

An ethical standard for financial advisors. They are required to know their clients well enough that they can make suitable recommendations. Knowing clients well enough includes goals, risk tolerance, current situation, etc.

Currently seeking a top quality
financial advisor?

Our FREE match service finds the best advisors for you. Start your search today.