News, Comment & Analysis results for CI Financial
CI Financial Makes 10th US Wealth Management Acquisition
The transaction is CI Financial's 10th direct US deal this year and when other affiliates are taken
For RIAs Seeking Scale, Digitalization Holds A Big Key - Study
Although the need for scale can produce mergers and acquisitions, it also demonstrates the need to
CI Financial's Spending Spree: What It Says About US Wealth Management
We look behind the stunning numbers - and the upstart Canadian buyer – that are upending the US
CI Financial Makes Another Acquisition, Plans NYSE Listing
The 11th US acquisition of Canada's CI Financial is a business located in Florida, a state that has
Canada's CI Financial Buys Another US Wealth Manager
As noted by this publication earlier in the year, CI Financial is one of several foreign firms that
CI's Acquisition March Keeps Going
The Canadian group is averaging one acquisition a month hoovering up RIAs in important US business
M&A Highlights Why Divestment, Exits Aren't Always Negative Acts
For every merger or acquisition, another firm has decided to sell up, or spin off a business unit.
Mercer Continues Acquisition Drive
Mercer has made a number of acquisitions, with this deal widening its presence in Colorado. Recent
Canada's CI Financial Goes RIA Shopping Again
The Canadian group is pushing ahead fast with acquiring a cluster of RIA businesses across the US,
Another Foreign Firm Buys Into US Wealth Growth Story
As noted by FWR a few weeks ago, the US may be grappling with a pandemic, a recession and civil
Comment & Analysis results for CI Financial
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