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CI Financial adds $4.1 billion with acquisition of R.H. Bluestein
The Canadian aggregator makes it first move into Michigan and shows no signs of slowing the rapid pace of its dealmaking.
CI Financial acquires $3.4 billion Ohio-based RIA
The addition of Budros Ruhlin & Roe will give the Toronto-based aggregator a total of $74 billion in U.S. wealth management assets.