去年秋天，他开始兼职做小企业的顾问和个人理财顾问。
Last fall, he started moonlighting as a small-business consultant and personal finance counselor.
他在理财顾问的建议下，购买了一些封闭性基金。
He bought some close-ended funds at the advice of his financial consultant.
一直支持年金理财的理财顾问则会说：“我早就这么告诉过你们了。”
And advisers who've backed annuities all along are saying they told us so.
近年遭遇一场监管风暴的传统理财顾问，现在又面临被算法排挤的窘境。
Traditional financial advisers have encountered a blizzard of regulation in recent years and now face being usurped by algorithms.
理财顾问会对基金经理说，他们自己可以管理现金，不需要基金经理操心。
'Advisers tell fund managers, he adds,' we don't need you to manage cash for us, we can do it.
假如你对投入资金不在行，没出国疑问找个理财顾问，委托他帮你投入资金。
If you are not not good at making investments, talk to a financial consultant and entrust your savings with him.
新一代的网络技术使理财顾问们有机会向客户提供一些更令人感兴趣的信息。
The reality is that new online technology presents an opportunity for advisers to offer something more compelling to clients.
妇女们还觉得，理财顾问太过关注短期收益，而不是那些“重大的人生里程碑”。
Women also feel that wealth advisers focus too much on short-term results rather than 'major life milestones.
报告说，每个成功女性都在经历一个与众不同的人生，她希望理财顾问能够和她同行。
'Each successful woman is on a unique journey, and she expects her adviser to travel along with her,' the study says.
这些评级是由第三方机构评定的，理财顾问和保险公司会在客户咨询的时候披露这些评级。
These ratings are issued by third-party companies; advisers and insurers will disclose them to customers who ask.
如果你现在对找一个好的理财顾问感兴趣，那么跟你的朋友们谈谈，看看他们有没有要着力推荐的人。
If you're interested in finding a good financial advisor, talk to some friends and see if they have one they recommend highly.
纽约理财顾问斯泰西·弗朗西斯(Stacy Francis)说，找合伙人“要像找老公一样。”
But pick a partner 'similar to the way you choose a husband,' advises Stacy Francis, a financial adviser in New York.
理财顾问Charles Lowenhaupt称，创造财富通常很爽，但省钱就乏味了。
Creating a fortune is often fun, but conserving it can be tedious, says Charles Lowenhaupt, an adviser to the wealthy.
专业理财顾问不仅可以帮你办理业务，包括安全处置财务适宜，而且可以保障您财产的权益。
Professional phone personal banker can not only transact business for you including performing banking transactions but control your financial interests in total security as well.
例如，在经纪业应用程序中，理财顾问可以查看其个人客户的帐户，但却不能查看公司的其他客户的帐户。
For example, in a brokerage application, it may well be that a financial advisor can see the accounts of their personal customers, but not those of other customers of the firm.
成为私人理财顾问要求具备学士学位，但是更高的学历或资格证会提高就业率和增加客户群体。
To be a financial planner you need a bachelor's degree, but higher degrees and certificates help increase chance of employment and increase in client base.
部门经理可以查看所属的理财顾问的所有客户的所有帐户，但却不能查看其他部门的客户的帐户，诸如此类。
Branch managers may be able to see all accounts for all customers of the financial advisors that work for them, but not for customers of other branch offices, and so on.
对于应该做些什么去拯救希腊，其他一些读者表达了他们的想法。荷兰海牙的理财顾问保罗·苏沙希望欧盟？
Other readers submitted their thoughts on what should be done to save Greece. Paulo Sousa, a financial consultant in the Hague, wants the eu.
2008届毕业生，加拿大丰业银行高级理财顾问，加拿大麦吉尔大学商学学士，现居埃德蒙顿。
Graduated in 2008, Senior Financial Advisor, Bank of Nova Scotia, Bachelor of Commerce, McGill University, living in Edmonton.
当今年理财顾问和退休金计划的结算单终于出现在门口的垫子上时，大部分人都不会希望知道里面的内容是什么。
When this year's statement from the financial adviser or pension plan lands on the doormat, many people will not want to know the bad news.
当今年理财顾问和退休金计划的结算单终于出现在门口的垫子上时，大部分人都不会希望知道里面的内容是什么。
When this year's statement from the financial adviser or pension plan lands on the doormat, many people will not want to know the bad news.
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