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The asset managers and a U.S. family office collectively bought a 14.4% position in the company ahead of its IPO, a person familiar with the matter says.October 4
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The firm's price and valuation exceeded expectations.July 18
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The offering validates the explosive growth seen in the independent channel, experts say, which has now grown fast enough to catch the eye of retail investors.June 28
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One firm shares its blueprint to attract and retain recently minted HNW clients hungry for financial and emotional coping skills.May 31President and founderEmpyrion Wealth Management
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IPOs from companies valued at more than $1 billion have attracted significant media attention.May 9
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Advisors share their tips to avoid the frenzy over Slack, Uber and the next big thing.April 30
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CEO Rudy Adolf held the RIA acquirer’s first-ever earnings call, following its $564.8 million IPO, but the firm’s calculations drew questions.August 29
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A high valuation is a mixed blessing, industry analysts say.August 2