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Bruner Begins Role As Moraga Administrative Services Director - Lamorinda, CA - Katie Bruner brings 17 years of experience in public service, most recently for the city of Walnut Creek.
Some 36 percent of advisors plan to retire in the next 10 years. More than a quarter of these are unsure who will take over their firm.
CEO Peter Mallouk says more growth is on the way for his firm after the private equity-backed company unveiled its second billion-dollar deal of the year.
The outlook contrasts with other industries worldwide, where volume has fallen to the lowest level since the beginning stages of the pandemic.
The sale of a 20% private ownership stake in CI Private Wealth accomplishes the same goals as the planned IPO.