paraplanner n.— «Under the Australian model the financial planner still meets with the client and assesses their needs, but the actual plan is produced by the paraplanner in the back-office.» —“Paraplanners bolster advice...
snake-skinning n.— «Snake-skinning is a major cause for such stoppages. Snake-skinning is a term used to describe a situation where particles within a conduit adhere to the insides and eventually clog a section of ducting to cause a...