A financial planning system is a good example, where every account is owned by exactly one financial advisor, and only that advisor can see the accounts that he or she owns.

一个典型的例子是财务计划系统，每个财务顾问准确地拥有相应的帐户，并且某个顾问只能看到其所拥有的帐户。

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Choosing the best option when inheriting an IRA is best done with the advice of an estate planning attorney or financial advisor.

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Today, the financial planning industry has created a model where the advisor and client sit on the same side of the table with fee-based asset management rather than commissions for trades.

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Tax advice and estate planning are two examples of financial advice where an advisor or planner can add real value.

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