News, Comment & Analysis results for CI Financial

Trust Estate
May 11, 2022

CI Financial's US Arm Seeks South Dakota Trust Charter

These are busy times for CI Financial since it started to buy a large number of RIAs across the US

M and A
April 25, 2022

Wealth Sector Dealmaking Pace Decelerated In Q1

After a busy period, some of the momentum in the North American mergers and acquisitions space

Strategy
April 19, 2022

Does The CI Financial IPO Make Sense?

This news service casts an eye over the recent splurge of wealth management acquisitions by

M and A
April 15, 2022

Talent Battles Drive Wealth Sector M&A – Study

With all the hectic pace of M&A activity seen in the US wealth management sphere, how much of the

M and A
April 7, 2022

CI Financial To Float Up To 20 Per Cent Of US Wealth Arm

The group has set a blistering pace in the speed and scale of its spending spree on US wealth

People Moves
April 4, 2022

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.

Company Profiles
March 31, 2022

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

M and A
March 24, 2022

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

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

People Moves
February 11, 2022

Who's Moving Where In Wealth Management? – Raymond James, IQ-EQ, CI Financial

The latest senior moves and appointments in North American wealth management.

Comment & Analysis results for CI Financial