News results for CI Financial

People Moves
February 16, 2023

Exclusive – Another CI Financial Advisory Firm CEO Is Out

This news service has learned that a CEO of one of the wealth firms operating under the CI

Financial Results
August 12, 2022

Falling Markets Offset Acquisitions To Hit CI Financial's AuM

The Canada-based group has bought a raft of US and Canadian wealth management firms since the start

Trust Estate
May 11, 2022

CI Financial's US Arm Seeks South Dakota Trust Charter

These are busy times for CI Financial since it started to buy a large number of RIAs across the US

M and A
April 7, 2022

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

M and A
February 23, 2022

Acquisitive CI Financial Buys UHNW Wealth Firm

The acquired business, which has $5 billion in AuM, focuses on serving ultra-HNW clients across the

People Moves
February 11, 2022

Who's Moving Where In Wealth Management? – Raymond James, IQ-EQ, CI Financial

The latest senior moves and appointments in North American wealth management.

January 25, 2022

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

M and A
January 4, 2022

Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management, Monarch, CI Financial

The latest mergers, acquisitions and corporate actions in and around the North American wealth

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

Comment & Analysis results for CI Financial

M and A
December 22, 2022

What’s Wrong With Envestnet, Goldman Sachs And CI Financial?

Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have

April 19, 2022

Does The CI Financial IPO Make Sense?

This news service casts an eye over the recent splurge of wealth management acquisitions by