Strong U.S. growth pushes CI Financial to 'most successful year' ever
Eight RIA acquisitions and two minority investments added $49 billion in client assets to the Toronto-based firm’s U.S. platform in Q4.
Source: financial-planning.com
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CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm Serving the Ultra-Affluent
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion ... | February 22, 2022
Source: marketscreener.com
CI acquires California-based RIA with US$5B in assets
CI CEO MacAlpine says pipeline for new deals remains "robust" despite market volatility
Source: investmentexecutive.com
CI Financial Acquires Newport Beach-Based $5 Billion Firm
CI Financial acquired the $5 billion firm Corient Capital Partners, the latest move in a two-year expansion by the Canadian firm into the U.S. market.
Source: wealthmanagement.com
CI acquires California-based RIA with US$5B in assets
The firm also reported strong wealth management growth in its Q4 earnings
Source: advisor.ca