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Inside the collaboration between CI Financial and Emigrant

Citywire RIA
May 17
Written by Matt Rozen
Matt Rozen
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Kestra’s Bluespring acquires $1.1bn NorCal RIA

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Edelman Financial Engines shuns an IPO, but (likely) raises hundreds of millions dollars at a staggering $7.3-billion IPO valuation, despite fresh DOL 401(k) headwinds

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