News results for CI Financial

M and A
October 25, 2021

CI Financial Continues US Wealth Shopping Spree

The latest acquisition concerns an RIA business, with a multi-family office offering, based in

M and A
October 19, 2021

Acquisitions Propel CI Financial's Wealth AuM Higher

CI Financial has arguably been the most voracious buyer and stake-taker in North American wealth

M and A
October 5, 2021

Deals Of The Day: The Latest In Wealth Management M&A - CI Financial

The latest merger and acquisition transactions in the North American wealth management industry.

M and A
September 14, 2021

Deals Of The Day: The Latest In Wealth Management M&A - CI Financial

Since entering the US RIA sector in January 2020, CI Financial has been on a buying spree.

M and A
September 2, 2021

CI Financial's M&A Drive Rolls On With $2.6 Billion AuM Deal

Canada’s CI Financial, US-based Mercer Advisors and CAPTRUST, among others, have been snapping up

M and A
June 29, 2021

CI Financial Buys Another RIA

The acquisition marks CI’s 19th in the US (including acquisitions by CI-affiliated RIAs) since

Reports
May 17, 2021

Net Income Rises At Acquisition-Hungry CI Financial

The Canada/US-listed group has been on a buying spree, accumulating a number of US wealth

M and A
May 4, 2021

Deals Of The Day: The Latest In Wealth Management M&A - CI Financial, Beacon Pointe, Others

The latest mergers and acquisitions in the wealth management and associated space.

M and A
April 13, 2021

Acquisition-Hungry CI Financial Names New CFO

These are busy times at CI Financial; it managed and advised on about $185.7 billion of client

M and A
April 6, 2021

Deals Of The Day: The Latest In Wealth Management M&A - CI Financial, Lawrence Park Asset Management

The latest mergers and acquisitions in the wealth management and associated space.

Comment & Analysis results for CI Financial