News results for CI Financial
CI Financial Continues US Wealth Shopping Spree
The latest acquisition concerns an RIA business, with a multi-family office offering, based in
Acquisitions Propel CI Financial's Wealth AuM Higher
CI Financial has arguably been the most voracious buyer and stake-taker in North American wealth
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.
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.
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
CI Financial Buys Another RIA
The acquisition marks CI’s 19th in the US (including acquisitions by CI-affiliated RIAs) since
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
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.
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
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.