News, Comment & Analysis results for CI Financial
Will Mega-Multiple Prompt More CI Selling?
The Canada-headquartered financial group went on a big US wealth management buying spree three
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,
Focus Exit From Public Markets Shifts Spotlight
This news service explores the reasons for Focus Financial de-listing from the stock market and the
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
What Does PE Buyout Of Focus Financial Mean For RIAs?
This news service delves into the details around the recently-reported private equity bid for
Prescient Pirker: Wealth Management Observer Gives Verdicts
FWR's US correspondent, Charles Paikert, recently sat down with a figure in the wealth management
High Volume, Newbies And Private Equity Hold RIA Deal Spotlight
A report explores trends in mergers and acquisitions in the RIA space, noting the roles of private
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
Mercer, Merit And Savant Keep M&A Party Going
This news service hears from wealth industry figures on why the busy period of mergers and
Comment & Analysis results for CI Financial
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