News, Comment & Analysis results for CI Financial
Does The CI Financial IPO Make Sense?
This news service casts an eye over the recent splurge of wealth management acquisitions by
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
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
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.
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
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
Acquisitive CI Financial Buys UHNW Wealth Firm
The acquired business, which has $5 billion in AuM, focuses on serving ultra-HNW clients across the
Who's Moving Where In Wealth Management? – Raymond James, IQ-EQ, CI Financial
The latest senior moves and appointments in North American wealth management.
Figures Confirm Red-Hot Wealth Sector M&A Market
We have regularly reported on a mass of merger and acquisition deals for RIAs and some multi-family
CI Financial Data Underscores Banner M&A Year
CI Financial, which embarked on a buying spree in the US RIA sector in 2020, now has 23 RIAs in its