News, Comment & Analysis results for CI Financial
CI Financial's M&A Drive Rolls On With $2.6 Billion AuM Deal
Canada’s CI Financial, US-based Mercer Advisors and CAPTRUST, among others, have been snapping up
CI Financial Captures Midwest RIA, Results Show M&A Impact
The acquisition-hungry Toronto-based wealth manager has cemented its footing in the Midwest with
Hightower Buys $2.0 Billion AuM Wealth Management House
The deals highlight a continued busy trend of mergers and acquisitions in the North American wealth
NYPB&T Takes Another Wealth Stake, Continues M&A Trend
The deal is the second such transaction that New York Private Bank & Trust has announced in a
Wealth Sector M&A Remains On Upward Track Despite Pause For Breath - Study
There has been a dip in M&A turnover from recent strong figures but the overall direction of travel
CI Financial Completes Purchase Of $5.1 Billion Californian Wealth House
Following its decision to enter the US registered advisor industry at the start of 2020, the firm
US Wealth Manager Makes Acquisitions, Continues M&A Trend
The acquirer, based in Rockford, Illinois, oversees more than $10.5 billion in assets under
CI Financial Buys Another RIA
The acquisition marks CI’s 19th in the US (including acquisitions by CI-affiliated RIAs) since
RIA Mergers, Acquisitions At Mid-Year - State Of The Market
There's no reason, wealth industry figures say, why there won't be more busy M&A activity affecting
JP Morgan's Wealth, Asset Management Head Eyes "Add-On" Acquisitions
The US bank was asked why this particular part of its business has not announced an acquisition
Comment & Analysis results for CI Financial
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