News results for CI Financial

M and A
August 29, 2023

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

August 2, 2023

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

M and A
May 25, 2023

CI Financial Sells Minority Stake In US Wealth Business

The Canadian firm has shaken up the US wealth sector in recent years by buying a clutch of firms

M and A
May 1, 2023

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

New Products
April 4, 2023

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,

People Moves
February 16, 2023

Exclusive – Another CI Financial Advisory Firm CEO Is Out

This news service has learned that a CEO of one of the wealth firms operating under the CI

Financial Results
August 12, 2022

Falling Markets Offset Acquisitions To Hit CI Financial's AuM

The Canada-based group has bought a raft of US and Canadian wealth management firms since the start

Trust Estate
May 11, 2022

CI Financial's US Arm Seeks South Dakota Trust Charter

These are busy times for CI Financial since it started to buy a large number of RIAs across the US

M and A
April 7, 2022

CI Financial To Float Up To 20 Per Cent Of US Wealth Arm

The group has set a blistering pace in the speed and scale of its spending spree on US wealth

M and A
February 23, 2022

Acquisitive CI Financial Buys UHNW Wealth Firm

The acquired business, which has $5 billion in AuM, focuses on serving ultra-HNW clients across the

Comment & Analysis results for CI Financial

M and A
December 22, 2022

What’s Wrong With Envestnet, Goldman Sachs And CI Financial?

Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have

April 19, 2022

Does The CI Financial IPO Make Sense?

This news service casts an eye over the recent splurge of wealth management acquisitions by