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.

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。

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"Our goal is to increase the productivity of financial advisors," said Jason.

“我们的目标是提高财务顾问的工作效益。”杰森说。

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Unsurprisingly, financial advisors are under more scrutiny, with satisfaction levels falling from 60% earlier in the year to 40%.

金融咨询顾问的满意度不可避免地从60%下降到40%。

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It turns out no one is safe from cross-selling, not even the financial advisors at Morgan Stanley.

FORBES: Cross-Selling Won't Be Easy At Morgan Stanley

Mr Ashington said he hoped the case would serve to remind people to check the credentials of financial advisors with the Financial Services Authority (FSA).

BBC: NEWS | UK | England | Manchester | Cash adviser jailed for ?2m fraud

The National Association of Personal Financial Advisors (NAPFA) is the leading professional association of fee-only financial advisors.

FORBES: Fee-Only Financial Planner: What's the Difference?