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May 18, 2024
Fidelity Investments Canada’s Michelle Munro discusses the anxiety pre-retirees feel
February 27, 2024
A wealth management firm catering to high- and ultra-high-net-worth clients is now part of a large-scale national firm that likes its business, and name. Corient Capital Partners LLC, founded in 2015 by a group of former Merrill Lynch employees, has quickly built itself into a force in the registered investment advisory (RIA) industry in Newport Beach.
February 23, 2024
Q4 diluted EPS of , adjusted EPS1 of $0.81 2023 diluted EPS of $0.03, adjusted EPS1 of $3.11, up $0.01 from 2022 Q4 EBITDA of $60.5 million, adjusted EBITDA attributable to shareholders1 of...
February 23, 2024
Firm announces bid to repurchase up to $85 million of its shares
February 23, 2024
Firm announces bid to repurchase up to $85 million of its shares
January 29, 2024
CI Financial Corp. will release its financial results for the fourth quarter of fiscal 2023 on Friday, February 23, 2024. CI will hold a conference call with analysts that day at 10:00 a.m. EST,...
January 29, 2024
CI Financial Corp. ("CI") will release its financial results for the fourth quarter of fiscal 2023 on Friday, February 23, 2024. CI will hold a conference call with analysts that day at 10:00 a.m. EST, led by Chief Executive Officer Kurt MacAlpine...
December 21, 2023
CI Financial Corp. announces that Darie Urbanky, President, Chief Operating Officer and Head of CI Global Asset Management , has decided to retire on or before December 31, 2024. Effective...
December 21, 2023
CIO Marc-André Lewis will become co-head of CI Global Asset Management as of Jan. 1
November 10, 2023
On an earnings call this week, CI Financial CEO Kurt MacAlpine said to expect more acquisitions at a less frenzied pace.