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REGISTER NOW With wealth management M&A breaking records on multiple metrics, two of the fastest growing RIA aggregators unveiled deals for billion-dollar firms within five hours of each other. CI Financial struck first on June 28, with the announcement that the Canadian asset manager and giant entrant to the U.S. wealth management scene is making its 19th RIA acquisition since January 2020 in a deal for Radnor Financial Advisors, a Philadelphia-area firm managing $2.60 billion in client assets. Later, Focus Financial Partners followed up on its buying Seattle-based Badgley Phelps Wealth Managers, which lists $3.82 billion in assets under management in its latest SEC Form ADV. ....
CI Financial Adds 19th U.S. Firm, $2.6B RIA Radnor Financial Advisors wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.
CI Financial Enters Pennsylvania with Acquisition of US$2.6-billion Radnor Financial Advisors apnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from apnews.com Daily Mail and Mail on Sunday newspapers.