11:15 AM EST - CI Financial Corp. : Reports that Corient, one of the nation’s largest and fastest-growing national wealth advisors, today announced it has acquired Rootstock Advisors (“Rootstock”), a Pennsylvania-based registered investment advisory firm with approximately $600 million in assets under management (as of January 31, 2025). This acquisition strengthens Corient’s ability to serve ultra-high-net-worth (UHNW) clients and expands its presence in the Pittsburgh region. CI Financial Corp.
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