Risk Factors Update Summary
- Increased hiring expenses: Added costs to recruit and train professionals, e.g., hiring 24 managing directors in 2023.
- Change in client numbers: Had 175 clients in 2022 and 187 clients in 2023.
- Regulatory settlement impact: Reached a $10.0 million settlement with the SEC in 2023.
Full Text Changes in Most Recent 10-K
Intended use: review the highlighted statements. These are additions to the risk factors disclosure in the most recent 10-K filing compared to the previous 10-K filing. Deleted and moved text is less important and is shown for context.
To view the full company filings, click on the following link to be taken to the SEC EDGAR database landing page for the company: https://www.sec.gov/edgar/browse/?CIK=1596967&owner=exclude
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