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By Ed McCarthy, CFP |
January 1, 2008
At some undefined but recognizable point, having a firm's founder administer a growing business can become a drawback. Professionals like accountants and attorneys have wrestled...
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By Ed McCarthy, CFP |
July 1, 2006
Consider this case study: Chatham, NJ wealth management firm RegentAtlantic has grown from a staff of nine serving 275 clients in late 1996 to 30...