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CI Financial Corp. plans to spin off its U.S. wealth-management unit after an expansion fueled by dozens of acquisitions. The firm will sell as much as 20% of the business through an initial ...

Asset amounts are as at November 30, 2021 for RegentAtlantic and October 31, 2021 for CI. About CI Financial. CI Financial Corp. is an independent company offering global asset management and wealth management advisory services. CI managed and advised on approximately C$331.8 billion (US$267.8 billion) in client assets as at October 31, 2021.

About CI Financial. CI Financial Corp. is an independent company offering global asset management and wealth management advisory services. CI managed and advised on approximately C$236.5 billion (US$185.7 billion) in client assets as at February 28, 2021.

CI Financial is using the U.S. RIA market to carry out its plans to globalize. According to Echelon Partners, CI Financial was the most active strategic acquirer in the RIA space in 2020, having ...

About CI Financial. CI Financial Corp. is an independent company offering global asset management and wealth management advisory services. CI managed and advised on approximately C$331.8 billion ...

CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX), a diversified global asset and wealth management company, and RGT Wealth Advisors, LLC (“RGT”) today announced an agreement under which CI will acquire majority ownership of RGT, a Dallas-based registered investment advisor (“RIA”) with approximately US$4.7 billion in wealth assets1, for consideration to consist of cash and shares ...

The directors of CI Financial Corp. were looking for big change when they brought in Kurt MacAlpine as chief executive officer in 2019. They got it, and now one of Canada’s largest independent ...

CI also has a $114.1 billion asset management division in Canada, and a $63.8 billion Canadian wealth management division. In 2020, during its first year in the U.S. market, while amassing more ...