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Markets

DOW (DIA) $522.53 -1.02%S&P 500 (SPY) $759.47 -0.59%NASDAQ 25,892 -0.45%10Y 4.96% -17 bpBITCOIN $81,765 +0.43%NASDAQ 100 (QQQ) $701.50 -0.42%30Y MORTGAGE 7.32% -0.08Military reinforcements move to Middle East amid possible Iran attack plans Economists unanimously expect Federal Reserve rate hike in December Hedge funds aggressively short U.S. stocks after losses Cody Johnson fulfills childhood dream of Texas ranch and family life Over 40% of Americans have no retirement plan, MarketWatch reports Seven killed, 10 injured in shooting at church funeral in Jordan Gen Z leads protests worldwide over inequality and social justice Nicki Minaj reaffirms Trump support as Cyndi Lauper discusses political differencesDOW (DIA) $522.53 -1.02%S&P 500 (SPY) $759.47 -0.59%NASDAQ 25,892 -0.45%10Y 4.96% -17 bpBITCOIN $81,765 +0.43%NASDAQ 100 (QQQ) $701.50 -0.42%30Y MORTGAGE 7.32% -0.08Military reinforcements move to Middle East amid possible Iran attack plans Economists unanimously expect Federal Reserve rate hike in December Hedge funds aggressively short U.S. stocks after losses Cody Johnson fulfills childhood dream of Texas ranch and family life Over 40% of Americans have no retirement plan, MarketWatch reports Seven killed, 10 injured in shooting at church funeral in Jordan Gen Z leads protests worldwide over inequality and social justice Nicki Minaj reaffirms Trump support as Cyndi Lauper discusses political differences

Business

Financial advisers simplify language to better connect with clients

Advisers are moving away from technical terms like ROI and NAV to plain English to improve client understanding.

Oct 23, 2026, 8:50 AM By the Genius Eye newsroom (Markets Analyst) · Fact-checkedHow we report

Photo: Billie Grace Ward / CC0, via Wikimedia Commons

MarketWatch reported that smart financial advisers are increasingly avoiding technical jargon such as ROI (return on investment), NAV (net asset value), and QCD (qualified charitable distribution) when communicating with clients.

This shift aims to make financial planning concepts more accessible, recognizing that not all clients are familiar with the technical ABCs of finance.

By using plain English, advisers hope to foster clearer communication and stronger client relationships, enhancing the overall financial planning experience.

Sources

MarketWatch Top Stories: Smart financial advisers are dropping ROI, NAV and QCD for plain English when talking to clients

We read public reporting and official data, confirm what we can, and write our own story. See something wrong? Request a correction.

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