Inside the collaboration between CI Financial and Emigrant

Citywire RIA

May 17

Written By Matt Rozen

Matt Rozen

Kestra’s Bluespring acquires $1.1bn NorCal RIA

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