News, Comment & Analysis results for CI Financial

Strategy
December 24, 2021

Editorial Comment: Reflections On Another Turbulent Year, Looking Ahead

Some late-December musings about what the year has meant for the industry and thoughts about what

M and A
December 16, 2021

CI Financial Agrees Another Deal, Extends West Coast Footprint

CI continues it scorching pace of M&A deals in the North American wealth management space,

M and A
December 6, 2021

Latest Deal Takes CI Financial's US Wealth Assets Over $100 Billion

CI Financial's run of deals in the US market has been a dominant M&A theme in the North American

M and A
December 2, 2021

CI Financial's Buying Spree Continues

The Canada-based financial group's buying activity in the US wealth management space - focusing on

M and A
November 11, 2021

CI Financial Adds $7.5 Billion Firm As Buying Spree Continues

Total assets of CI Financial are expected to reach $271 billion, the firm said as it inked yet

M and A
October 25, 2021

CI Financial Continues US Wealth Shopping Spree

The latest acquisition concerns an RIA business, with a multi-family office offering, based in

M and A
October 19, 2021

Acquisitions Propel CI Financial's Wealth AuM Higher

CI Financial has arguably been the most voracious buyer and stake-taker in North American wealth

M and A
October 5, 2021

Deals Of The Day: The Latest In Wealth Management M&A - CI Financial

The latest merger and acquisition transactions in the North American wealth management industry.

New Office
September 16, 2021

CI Financial Chooses Florida For US Headquarters

The move highlights how the state is attracting financial and wealth management firms. CI Financial

M and A
September 14, 2021

Deals Of The Day: The Latest In Wealth Management M&A - CI Financial

Since entering the US RIA sector in January 2020, CI Financial has been on a buying spree.

Comment & Analysis results for CI Financial