News, Comment & Analysis results for Congress Wealth Management
CI Financial's US Wealth Assets Rose In July; Data Underscores M&A Impact
In a busy market for wealth sector M&A in the past few years, the Canada/US group has set the pace
CI Financial's US Wealth Business Gets Makeover
The spending spree of this group has been one of the most eye-catching M&A drives in North
Summary Of North American Wealth Management M&A – April, May 2023
Following a dramatic month of March, with the Silicon Valley Bank and Credit Suisse/UBS deals, the
CI Financial Sells Minority Stake In US Wealth Business
The Canadian firm has shaken up the US wealth sector in recent years by buying a clutch of firms
Will Mega-Multiple Prompt More CI Selling?
The Canada-headquartered financial group went on a big US wealth management buying spree three
CI Financial, Once A Big Buyer, Sells Stake In Boston-Based RIA
CI's spate of acquisitions has been one of the most eye-catching M&A trends in the North American
Summary Of North American Wealth Management Executive Moves In June
The moves and appointments in North American wealth management during June.
Who's Moving Where In Wealth Management? – BNY Mellon Wealth Management, Fiduciary Trust International, Others
The latest senior wealth management moves in North America.
CI Financial Continues US Wealth Shopping Spree
The latest acquisition concerns an RIA business, with a multi-family office offering, based in
Acquisitions Propel CI Financial's Wealth AuM Higher
CI Financial has arguably been the most voracious buyer and stake-taker in North American wealth
Comment & Analysis results for Congress Wealth Management
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