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"Going from four accounts to one can provide great peace of mind. It can also save on management fees at times," he said. "But the best reason for consolidation is a coordination of focus. Having one ...

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The nation's largest home-based travel agency franchise is offering new advisor technologies, including an AI assistant.

Financial advisors are many things, but an oracle is not one of them. The quality of the advice you get from them depends on your transparency and the quality of information you provide them.