CI Financial to Buy $4.7 Billion Atlanta-Based RIA
March 16, 2021
Advisor Group Launches National Advisory Board
February 25, 2021
Cetera’s Farpointe Wealth Partners Recruits $190 Million Team
February 22, 2021
Advisor Group Names President and CEO Of SagePoint Financial
February 10, 2021
Atria to Buy Sixth Independent Broker-Dealer
January 29, 2021
Captrust Expands into Southwest Market with Latest RIA Purchase
January 8, 2021
CI Financial to Buy Majority Stake in $4.7 Billion RIA
November 25, 2020
CI Financial Begins Trading on NYSE, Completes Another RIA Acquisition
November 19, 2020
Advisor Group’s Sagepoint Recruits $503 Million Team from LPL Financial
November 18, 2020
CI Financial to Buy $2.7 Billion New York-Based RIA
November 12, 2020
LPL Financial Recruits $200 Million Family Team from Wells Fargo
November 9, 2020
CI Financial Applies for NYSE Listing
November 6, 2020
LPL Buys FinTech Firm for $12 Million
October 29, 2020