News, Comment & Analysis results for CI Financial
Why Supercharged RIA Mergers, Acquisitions Market May Accelerate
There have been a great deal of wealth sector M&A transactions, but if anything, the pace is going
Net Income Rises At Acquisition-Hungry CI Financial
The Canada/US-listed group has been on a buying spree, accumulating a number of US wealth
What’s Fueling CI Financial’s Rapid RIA Rise?
Don’t expect that fast-paced deal volume to abate anytime soon, this article argues. Canada-based
Deals Of The Day: The Latest In Wealth Management M&A - CI Financial, Beacon Pointe, Others
The latest mergers and acquisitions in the wealth management and associated space.
Acquisition-Hungry CI Financial Names New CFO
These are busy times at CI Financial; it managed and advised on about $185.7 billion of client
Wealth Management M&A Sets Fresh Record
The first three months of 2021 set a fresh record for M&A deals in the wealth management space.
Deals Of The Day: The Latest In Wealth Management M&A - CI Financial, Lawrence Park Asset Management
The latest mergers and acquisitions in the wealth management and associated space.
CI Financial Agrees To Buy Atlanta-Based RIA
The latest purchase takes Canada-based CI Financial’s total assets under management to around $55
CI Financial Continues RIA Acquisition Drive
Once the transaction is completed, CI expects to have about $50 billion in US assets and total
CI Financial, Emigrant Bank Create US High Net Worth Services Pact
The parent of Emigrant Bank has announced a deal under which specialized services for ultra-high
Comment & Analysis results for CI Financial
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