Wealth and Asset Management
CI Financial to acquire $4.1 billion private client RIA
CI Financial and R.H. Bluestein have announced an agreement under which CI will acquire a majority interest in Bluestein, a Birmingham, Michigan and New York-based private client firm overseeing US$4.1 billion in assets. "We see tremendous opportunity in joining with Bluestein," said Kurt MacAlpine, CI Chief Executive Officer. "Over the…
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