CI Financial's Bain PIK deal sours shareholders, leads two analysts to downgrade and sends shares south, but CEO still has faith in IPO before 2030
'CI Financial has to live with the hand it is holding,' Morningstar researcher says, because it has few cards left now to play -- without quick market help for a big IPO
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With RIA valuations ticking down and successions ticking up, Focus Financial deep sixes 'drunken sailor' pause, forgoes buyback plan and adds a CEO
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