CI equity sale seen endorsement of higher wealth management valuations
The sale of a 20% private ownership stake in CI Private Wealth accomplishes the same goals as the planned IPO.
Source: investmentnews.com
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RIA Roundup: Jurika, Mills & Keifer Joins Cerity Partners
More than $6.6B in assets was transacted this week, two new firms were launched, an investment bank opened, and firms filled key positions.
Source: wealthmanagement.com
Mark Cuban-backed streaming app Fireside confirms $25M Series A at $138M valuation
Fireside hopes to soon bring its interactive technology to smart TVs, Fire TV, Apple TV and Roku.
Source: techcrunch.com
LPL recruits $3 billion CG Advisor Network | Financial Planning
CG Advisor Network leaves Geneos Wealth and changes its primary custodian from Schwab's TD Ameritrade.
Source: financial-planning.com
Economic realities dampen pace of RIA acquisitions
The pace of RIA consolidation is showing a rare sign of slippage, which could mean 2023 is a year that doesn't set a new record for deals.
Source: investmentnews.com