News, Comment & Analysis results for CI Financial
Summary Of North America Moves In Wealth Management – February 2022
February was a relatively brisk month for moves in the North America wealth management arena.
Chilton Trust Isn't Interested In M&A Despite Industry Ferment
We talk to the CEO of a wealth management business serving HNW individuals across the US which
Wealth Sector M&A Valuations Keep Rising, But Pace Slows – Study
There are some signs that the fast increase in valuations of wealth management M&A transactions is
Acquisitive CI Financial Buys UHNW Wealth Firm
The acquired business, which has $5 billion in AuM, focuses on serving ultra-HNW clients across the
Who's Moving Where In Wealth Management? – Raymond James, IQ-EQ, CI Financial
The latest senior moves and appointments in North American wealth management.
Figures Confirm Red-Hot Wealth Sector M&A Market
We have regularly reported on a mass of merger and acquisition deals for RIAs and some multi-family
CI Financial Data Underscores Banner M&A Year
CI Financial, which embarked on a buying spree in the US RIA sector in 2020, now has 23 RIAs in its
CI Financial Buys Canadian Multi-Family Office
Although North American wealth sector M&A has been dominated by registered investment advisors, a
Are RIAs Addicted To M&A?
Are mergers and acquisitions a wise strategy for RIAs, private equity firms and other players in
Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management, Monarch, CI Financial
The latest mergers, acquisitions and corporate actions in and around the North American wealth
Comment & Analysis results for CI Financial
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