我想我理解金融顾问为什么会那样投票:他们多数不想承认自己把客户的钱投给了由低能人管理的生意。
I guess I can understand why financial advisers might vote that way: Most wouldn't want to admit that they'd put their clients' money into a business run by incompetents.
爱荷华州西第蒙的金融顾问沃尔特莫兹德泽尔说,“衡量客户财务状况的其中一种最快捷的方法就是追踪每年的资产负债表。”
"One of the quickest ways to take the financial temperature of a client is to track their balance sheet from year to year," said Walt Mozdzer, a financial planner in West Des Moines, Iowa.
这是一个帮助财务顾问和客户保持联络的社交网络服务,但同时遵守美国证券交易委员会(sec)、金融业管理局(FINRA)和金融服务局(FSA)的法规。
It's a social network that helps financial advisors keep in contact with clients - but is also in compliance with the rules from the SEC, FINRA and FSA.
应用推荐