Tag: financial advisor
CI Financial Enters Pennsylvania with $2.6 Billion RIA Acquisition
CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has agreed to purchase Radnor Financial Advisors,...
FSI Challenges DOL Independent Contractor Rule Withdrawal
The Financial Services Institute, a trade group representing independent financial advisors and independent financial services firms, has joined in filing an amended complaint against...
CI Financial to Acquire $5.1 Billion RIA, Its Second Largest to...
CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has agreed to purchase Dowling & Yahnke...
Cetera Recruits $2.4 Billion Texas-Based Team
Cetera Advisors LLC, a wealth management firm within the Cetera network, has recruited Totus Wealth Management, a Texas-based team with $2.4 billion in client...
Cetera Recruits $340 Million Team from LPL Financial
Cetera Financial Group, a network of independent retail firms, has recruited The Advisors LLC, a full-service wealth management practice based in Pennsylvania with $150...
CI Financial Appoints New Chief Financial Officer
CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has appointed Amit Muni as executive vice...
Atria’s Acquisition of SCF Securities Increases AUA to $95 Billion
Atria Wealth Solutions Inc., a wealth management holding company, has purchased SCF Securities Inc., an independent broker-dealer and registered investment advisor based in Fresno,...
FSI Launches Health Insurance Program for Financial Advisors
The Financial Services Institute (FSI), a trade group representing independent financial advisors and independent financial services firms, has launched a health insurance program for...
Captrust Names Head of Wealth Management Group, Reports Record Growth for...
Captrust Financial Advisors, an independent registered investment advisor, has promoted Eddie Welch to managing principal for the wealth management group. The firm also reported...
CI Financial to Buy $4.7 Billion Atlanta-Based RIA
CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has agreed to purchase Brightworth LLC, an...
