NAPFA是一家帮你做理财规划的机构,致力于推行“只收费”模式。
Susan John: NAPFA is an organization dedicated to the advancement of "fee-only" comprehensive financial planning.
瑞士银行努力将一级资本充足率保持在10%以上,以安抚将资金放在公司理财部门的富有个人客户,让他们相信:他们是在同财务状况非常好的机构打交道。
UBS strives to keep its Tier 1 ratio above 10% to reassure the rich individuals who keep money in its wealth management division that they are doing business with a super-sound institution.
因为多数风险基金都有一些机构投资者(养老金基金、大学捐赠基金以及“家族理财室”)作为有限合伙人加入。
Most venture funds have some institutional investors (pension funds, university endowments, family offices) as LP's.
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