News, Comment & Analysis results for CI Financial
Summary Of North American Wealth Management M&A – April, May 2023
Following a dramatic month of March, with the Silicon Valley Bank and Credit Suisse/UBS deals, the
CI Financial Sells Minority Stake In US Wealth Business
The Canadian firm has shaken up the US wealth sector in recent years by buying a clutch of firms
From The Editor's Chair: Bank Strains, Acquisitions, AI And Offshore
We take a regular look back at important news stories and what the editorial team is working on.
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