Commissions - Fees charged by brokerage firms for their services, often calculated as a percentage of the transaction value., Discount Brokerage - An online brokerage firm that offers low-cost or commission-free trading services but may provide fewer additional financial services compared to full-service brokerages., Full-Service Brokerage - brokerage firm that offers a wide range of financial services beyond trading, including investment advice, money management, and financial planning., Wrap Fee - An all-inclusive annual fee charged by full-service brokerages, covering various services such as stock trades, advisory services, and research, typically based on a percentage of assets under management (AUM)., Robo-Advisor - An online investment platform that uses automated algorithms to manage and implement investment strategies on behalf of clients, often with low fees., Registered Investment Advisor (RIA) - An independent brokerage or advisory firm that provides personalized financial advice and investment management services while following the fiduciary standard of acting in the client's best interest., Captive Brokerage - A brokerage affiliated with a specific mutual fund or insurance company, typically selling only products from that company., Independent Brokerage - A brokerage not affiliated with a specific mutual fund or insurance company, allowing them to recommend and sell a broader range of products and often required to follow the fiduciary standard., Stock Trading - The buying and selling of shares (stocks) in publicly-traded companies on stock exchanges., Mutual Funds - Investment vehicles that pool money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities., Bonds - Debt securities issued by governments or corporations to raise capital, with investors receiving periodic interest payments and the return of the bond's face value at maturity., Options - Financial contracts that give the holder the right, but not the obligation, to buy (call option) or sell (put option) an underlying asset at a specified price within a specified timeframe., Financial Consultation - Providing advice and guidance on various financial matters, including investment strategies, retirement planning, and tax optimization., Market Analysis - The process of evaluating financial markets, including assessing trends, risks, and opportunities, to make informed investment decisions., Estate Planning - The process of arranging for the management and distribution of one's assets after death to minimize taxes and ensure the wishes of the deceased are carried out., Tax Advice - Providing guidance on tax planning strategies to minimize tax liabilities and maximize financial efficiency., Money Management - The active management of an individual's or institution's financial resources, including investments, budgeting, and wealth preservation., Investment Research - The process of gathering and analyzing information about financial instruments and markets to make informed investment decisions., Fiduciary Standard - A legal and ethical obligation requiring a financial advisor to act in the best interests of their clients, prioritizing the clients' welfare over their own., Brokerage Firm - A company or financial institution that acts as an intermediary between buyers and sellers, facilitating transactions for various financial instruments such as stocks, bonds, and options.,

Brokerage company

Ranking

Estilo visual

Opções

Alterar modelo

Restaurar arquivo salvo automaticamente: ?