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A Wealth of Common Sense
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Do We Have Enough Financial Advisors to Handle $80 Trillion? - A Wealth of Common Sense
https://awealthofcommonsense.com/2024/12/do-we-have-enough-financial-advisors-to-handle-80-trillion/
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My talk with Morningstar's Christine Benz about how financial advisors can better manage client assets during retirement.