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With Bain deal ticking, CI Financial has to 'do something' with sprawling $147-billion U.S. RIA business under dozens of brand names' so it kills all the brands, except Corient

The valuation proposition of the Miami, Fla. rollup rests on unity in form and function and will now rely on a brand invented during a Merrill Lynch team's Dynasty breakaway

Author Brooke Southall August 3, 2023 at 3:20 AM
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Kurt MacAlpine: 'The new name better reflects... our vision.'
Keith Girard contributed to the editing of this article.

Joe Anthony

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August 13, 2022 at 12:39 AM

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