News, Comment & Analysis results for CI Private Wealth
Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025
Among the larger deals was the Corient transaction for Geller's family office business, an
Conquest Planning, Canada's CI Wealth Ink Partnership
The AI-powered platform will be available to advisors at CI Assante Wealth Management, CI Private
Corient's M&A Hunger Underscored By Geller MFO Deal
The transaction is one of the largest that Corient – formerly known as CI Private Wealth – has
Adjusted Q3 Net Income Rises At Toronto-Headquartered CI Financial
The banking group embarked on a large wealth management acquisition drive in 2020, buying a raft of
Private Equity’s Iron Grip On RIAs Grows
Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant
CI Financial's US Wealth Assets Rose In July; Data Underscores M&A Impact
In a busy market for wealth sector M&A in the past few years, the Canada/US group has set the pace
CI Financial's US Wealth Business Gets Makeover
The spending spree of this group has been one of the most eye-catching M&A drives in North
Volume Of North American Wealth Management M&A Drops In Q2
More data comes out on the scale and pace of North American mergers and acquisitions in the second
CI Financial, Once A Big Buyer, Sells Stake In Boston-Based RIA
CI's spate of acquisitions has been one of the most eye-catching M&A trends in the North American
CI Financial's US Wealth Arm Launches Trust Solutions Offering
Canada-based CI Financial Wealth, a subsidiary of CI Financial Corp, launches a new trust business,
Comment & Analysis results for CI Private Wealth
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