News results for CI Financial
CI Financial Agrees To Buy Atlanta-Based RIA
The latest purchase takes Canada-based CI Financial’s total assets under management to around $55
CI Financial, Emigrant Bank Create US High Net Worth Services Pact
The parent of Emigrant Bank has announced a deal under which specialized services for ultra-high
Canada's CI Financial Makes Biggest US Acquisition So Far
This publication has already explored how CI Financial's acquisitions are part of forces changing
CI Financial Completes Four US Acquisitions
The latest wealth management transactions in North America.
US Assets Rise At Acquisition-Hungry CI Financial
The Canadian group has been on a spending spree this year, buying a number of US wealth management
CI Financial Makes 10th US Wealth Management Acquisition
The transaction is CI Financial's 10th direct US deal this year and when other affiliates are taken
CI Financial's Spending Spree: What It Says About US Wealth Management
We look behind the stunning numbers - and the upstart Canadian buyer – that are upending the US
CI Financial Makes Another Acquisition, Plans NYSE Listing
The 11th US acquisition of Canada's CI Financial is a business located in Florida, a state that has
Canada's CI Financial Buys Another US Wealth Manager
As noted by this publication earlier in the year, CI Financial is one of several foreign firms that
Canada's CI Financial Goes RIA Shopping Again
The Canadian group is pushing ahead fast with acquiring a cluster of RIA businesses across the US,