News, Comment & Analysis results for Clayton, Dubilier

M and A
February 20, 2024

Private Equity’s Iron Grip On RIAs Grows

Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant

February 6, 2024

EXCLUSIVE: Revamped Focus Financial Faces Delicate Balancing Act

The newly-installed president of Focus Financial gives his first interview since being named in the

M and A
January 25, 2024

Despite Dip In 2023, DeVoe Sees "Healthy" M&A Market Ahead

Our US correspondent reports on latest data showing the extent of M&A and consolidation in the

January 2, 2024

Three Provocative Wealth Management Questions for 2024

This publication’s US correspondent looks at what he considers are some of the most prominent

People Moves
December 19, 2023

Summary Of North America Wealth Management Moves – October 2023

Changes at the top of Morgan Stanley and Focus Financial were among the most eye-catching moves in

People Moves
October 24, 2023

Focus Financial's Rudy Adolf Stands Down As CEO; Interim Chief Named

Focus Financial – now a privately owned firm after changing course from being a listed business

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,

M and A
April 3, 2023

Summary Of North American Wealth Management M&A – February 2023

A number of M&A deals were consummated or started in February. One significant deal was the private

March 1, 2023

Focus Exit From Public Markets Shifts Spotlight

This news service explores the reasons for Focus Financial de-listing from the stock market and the

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

Comment & Analysis results for Clayton, Dubilier