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With an eye on a future sale, the $48B RIA wants to build enterprise value.May 1
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Rockefeller Capital Management poaches Michael Bapis' billion-dollar HighTower team.September 10
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Weissbluth will step down as CEO and become chairman.August 20
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Advisory firms need private equity capital, but problematic strings may be attached.October 26
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Speculation about the RIA's future is quelled with a $100 million investment from Thomas H. Lee Partners.October 25
