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.
如果你认为个人理财顾问只为富翁而存在，那么你错了。
If you think that personal financial advisors are only for the rich, you're wrong.
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.
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.
这个“其他人”可以是你的朋友或是理财顾问。
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.
多年来，理财顾问们从未停止劝说客户为医疗费用存钱，但极少有美国人会把这部分积蓄放在退休以前的生命期间里考虑。
For years, financial advisers have made at least token efforts to tell clients to save for medical costs, but few Americans budgeted them into their life plans beyond their needs in retirement.
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.
根据理财顾问的建议，发工资之后，要尽早把钱存到银行，因为如果拖到月底的话，总会有各种各样的原因导致人们无法在应急基金中存入500美元。
Financial advisors tell people to transfer money to savings as soon as they get paid, because there will always be a reason why you can't put $500 toward your emergency fund at the end of the month.
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.
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.
没有具体计划——如果你的理财顾问自己都不能向你解释为什么你要在65岁退休。那么，这肯定出问题了。
There's no plan: If your adviser can't explain how he intends to make sure you can retire at 65, there's a problem.
他们认为金钱是肮脏的，或者视金钱如无物，拒绝公开每月的开支情况，不会进行资产规划，更不会咨询理财顾问。
This is the person who sees money as dirty, or who ignores money by not opening their monthly statements, not doing an estate plan, or meeting with a financial advisor.
你也许是这种人你真正享受从每一个角度研究每一项财务决定。你的朋友和家人都找你做顾问。简而言之你不需要一个讨厌的理财规划师。
You may be the type that actually enjoys researching all the angles of every financial decision. Your friends and family all look to you for advice.
他从来不主动问你问题(或者问太多的问题)——一个不懂得主动提问的理财顾问不会得到足够信息来帮你实现你的理财需求。
He doesn't ask any questions (or he asks way too many). An adviser who doesn't ask questions can't possibly gather the amount of information required to to help you out.
医疗保健、教育等行业的工作岗位仍在增加，会计及理财顾问行业也持续看好，只不过它们的增长势头有所减弱而已。
Industries like health care and education are still adding jobs. Public accounting and financial advising are also continuing to do well, although their growth is more muted.
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.
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.
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.
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.
此外，男性严格地以商业眼光来看待他们与理财顾问的关系，而女性则希望能与理财顾问心领神会、相互信赖并得到量身定制的理财建议。
And while men see the wealth-adviser relationship strictly through a business lens, women want empathy, trust and customized advice.
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.
她们还希望理财顾问能够认识到建立一种可靠关系的重要性。
'They also want an adviser who' recognizes the importance of an authentic relationship.
她们还希望理财顾问能够认识到建立一种可靠关系的重要性。
'They also want an adviser who' recognizes the importance of an authentic relationship.
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