Why women approaching retirement are worried about their finances
Fidelity Investments Canada’s Michelle Munro discusses the anxiety pre-retirees feel
Source: princegeorgecitizen.com
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RIA Corient Makes a Big Name for Itself - Orange County Business Journal
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.
Source: ocbj.com
CI Financial Reports Financial Results for the Fourth Quarter of 2023
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...
Source: marketscreener.com
CI Financial reports $63.5M loss in Q4 | Investment Executive
Firm announces bid to repurchase up to $85 million of its shares
Source: investmentexecutive.com
CI Financial reports $63.5M loss in Q4
Firm announces bid to repurchase up to $85 million of its shares
Source: advisor.ca