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Wealth Management Glossary

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A
A Shares
ADRS
Abatement
Accrued Income
Accrued Interest
Active Trust
Administrative Provisions
Administrator
Administrator Cum Testamento Annexo (Also Known As Administrator CTA)
Administrator Cum Testamento Annexo De Bonis Non (Also Known As Administrator CTA)
Administrator With The Will Annexed
Agency
American Depository Receipts
Amortization
Annual Gift Tax Exclusion
Current TermAnnuity
Apportionment
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Annuity
An investment product that is essentially a contract backed by an insurance company, and which is frequently purchased for retirement purposes. An annuity's main benefit is that it allows money to grow until withdrawal without taxation.

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