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optimizing the CFP

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Facet Wealth (mostly) borrows $35 million after self-imposed cash rationing to retool CFPs to handle double the accou t laod to 300-plus

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Hightower's 'one-plus-one-equals-five,' off-script, catch-up purchase of $250 billion AUM RIA will sponge up referrals and help centralize investing for 642 advisors

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