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CI Financial Plans IPO to Take U.S. Wealth Business Public

CI Financial Corp. (NYSE: CIXX, TSX: CIX) announced plans to sell up to 20 percent of its U.S. wealth management business via a U.S....

Morgan Stanley to Sell $15 Billion Eaton Vance RIA Business to...

Morgan Stanley has agreed to sell its $15 billion registered investment advisory arm, Eaton Vance WaterOak Advisors, in two parts to CI Financial Corp....

CI Financial to Acquire $5 Billion Wealth Management Firm

CI Financial Corp. (NYSE: CIXX, TSX: CIX), a dual-listed investment and wealth management company, has agreed to purchase Corient Capital Partners LLC, a Newport...

CI Financial Completes Six Acquisitions, Increases U.S. Assets to $115 Billion

CI Financial Corp. (NYSE: CIXX, TSX: CIX), a dual-listed investment and wealth management company, has completed the acquisitions of four registered investment advisor firms,...

CI Financial to Buy $6 Billion RIA

CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has agreed to purchase RegentAtlantic Capital LLC,...