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Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
Institutional
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
Individual
Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
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Find definitions to many financial terms.

Please select the first letter of the word you are looking for, then scroll the page to find that word.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Realtor
A designation given to a real estate broker or sales-associate who is a member of a board associated with the National Association of Realtors or with the National Association of Real Estate Boards.

Refinance
(1) The renewing of an existing loan with the same borrower and lender.
(2) A loan on the same property by either the same lender or borrower.
(3) The selling of loans by the original lender.

Registrar of Deeds
A term used in some states to describe the person in charge of recorded instruments. More commonly called a recorder.

Remainderman
In the case of a trust, this term refers to the individual who will receive the principal of a trust when final distribution takes place.

RESPA (Real Estate Settlement Procedures Act)
A federal statute effective June 20, 1975, requiring disclosure of certain costs in the sale of residential (one to four family) improved property which is to be financed by a federally insured lender.

Return
Profit earned by a capital investment or other type of security.

Revocable Trust
A type of trust that can be terminated by the settler (the opposite of an irrevocable trust).

Risk
The chance that an investment could lose or fail to maintain value.

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