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Why Don’t Advisors Have Tools to Provide Holistic Advice?

 “It’s not what you look at that matters, it’s what you see.” — Henry David Thoreau According to a recent survey by Certified Financial Planner Board of Standards, Inc., 91% of consumers expect that the advice they receive from a financial advisor will take into account their total financial situation.  Yet, many advisors are still myopically focused […]