CI Financial buys Budros to cinch $74 billion in U.S. assets--if pending deals close--but rival Focus Financial just surpassed $300 billion globally, its CEO says
The Toronto startup rollup has been dominant for about two years in RIA M&A, but Rudy Adolf says his value proposition is more multi-faceted.
Author Brooke Southall August 11, 2021 at 3:12 AM
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