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News, Comment & Analysis results for Corient

Financial Results
November 15, 2024

Adjusted Q3 Net Income Rises At Toronto-Headquartered CI Financial

The banking group embarked on a large wealth management acquisition drive in 2020, buying a raft of

M and A
October 13, 2023

US Wealth Industry M&A Bounces Back – ECHELON Partners

The field of mergers, acquisitions and other corporate activity in the US wealth sector has had its

M and A
August 29, 2023

CI Financial's US Wealth Assets Rose In July; Data Underscores M&A Impact

In a busy market for wealth sector M&A in the past few years, the Canada/US group has set the pace

Strategy
August 2, 2023

CI Financial's US Wealth Business Gets Makeover

The spending spree of this group has been one of the most eye-catching M&A drives in North

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

M and A
February 23, 2022

Acquisitive CI Financial Buys UHNW Wealth Firm

The acquired business, which has $5 billion in AuM, focuses on serving ultra-HNW clients across the

Displaying results 36 of 36:

1 2 3 4

Comment & Analysis results for Corient

Award Winners

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Deals Of The Day: The Latest In Wealth Management M&A – Beacon Pointe Acquires Three RIAs

Who’s Moving Where In Wealth Management? – Lazard Asset Management, RBC Global AM

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