News results for CI Financial

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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

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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,

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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

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December 2, 2021

CI Financial's Buying Spree Continues

The Canada-based financial group's buying activity in the US wealth management space - focusing on

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October 25, 2021

CI Financial Continues US Wealth Shopping Spree

The latest acquisition concerns an RIA business, with a multi-family office offering, based in

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October 19, 2021

Acquisitions Propel CI Financial's Wealth AuM Higher

CI Financial has arguably been the most voracious buyer and stake-taker in North American wealth

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October 5, 2021

Deals Of The Day: The Latest In Wealth Management M&A - CI Financial

The latest merger and acquisition transactions in the North American wealth management industry.

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September 14, 2021

Deals Of The Day: The Latest In Wealth Management M&A - CI Financial

Since entering the US RIA sector in January 2020, CI Financial has been on a buying spree.

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September 2, 2021

CI Financial's M&A Drive Rolls On With $2.6 Billion AuM Deal

Canada’s CI Financial, US-based Mercer Advisors and CAPTRUST, among others, have been snapping up

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June 29, 2021

CI Financial Buys Another RIA

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

Comment & Analysis results for CI Financial