News, Comment & Analysis results for CI Financial

Strategy
February 8, 2023

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

Strategy
January 23, 2023

Prescient Pirker: Wealth Management Observer Gives Verdicts

FWR's US correspondent, Charles Paikert, recently sat down with a figure in the wealth management

M and A
January 12, 2023

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

M and A
December 22, 2022

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

M and A
October 5, 2022

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

M and A
September 2, 2022

Canada's Sun Life Buys US Firm, Eyes High Net Worth Channel

Sun Life isn't the only Canadian firm to have added to its US footprint, including in the wealth

Financial Results
August 12, 2022

Falling Markets Offset Acquisitions To Hit CI Financial's AuM

The Canada-based group has bought a raft of US and Canadian wealth management firms since the start

Financial Results
July 26, 2022

BMO Global Asset Management Recruits 13-Strong Team

The team reportedly worked previously at Canada's CI Financial.

Uncategorised
July 8, 2022

Mercer Advisors Expands Its East Coast Presence

The latest mergers and acquisitions at Mercer Advisors, a US registered investment advisor and

M and A
May 25, 2022

RIA Investment Banker Sells Out; Insists M&A Market Remains Strong

A firm involved in a significant wealth sector M&A deal talks about its move and about the wider

Comment & Analysis results for CI Financial