News results for CI Financial

M and A
June 29, 2021

CI Financial Buys Another RIA

The acquisition marks CI’s 19th in the US (including acquisitions by CI-affiliated RIAs) since

Reports
May 17, 2021

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

M and A
May 4, 2021

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.

M and A
April 13, 2021

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

M and A
April 6, 2021

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.

M and A
March 15, 2021

CI Financial Agrees To Buy Atlanta-Based RIA

The latest purchase takes Canada-based CI Financial’s total assets under management to around $55

Strategy
March 1, 2021

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

M and A
January 26, 2021

Canada's CI Financial Makes Biggest US Acquisition So Far

This publication has already explored how CI Financial's acquisitions are part of forces changing

M and A
January 7, 2021

CI Financial Completes Four US Acquisitions

The latest wealth management transactions in North America.

Reports
December 14, 2020

US Assets Rise At Acquisition-Hungry CI Financial

The Canadian group has been on a spending spree this year, buying a number of US wealth management

Comment & Analysis results for CI Financial