Two years ago, it might have been easy to write off CI Financial Corp. as a wayward carpetbagger schlepping down from Canada to try and horn in on the bustling U.S. wealth management industry. But that is no longer the ...

In one of its biggest deals to date, Toronto-based aggregator CI Financial is buying RegentAtlantic, a $6 billion New York-based registered investment adviser. The deal pushes CI’s total U.S. RIA assets over $100 billion and marks it’s 28th acquisition since ...

Serial acquirer CI Financial Corp. on Wednesday morning announced plans to buy Matrix Capital Advisors, a Chicago-based registered investment adviser with $615 million in client assets. Toronto-based CI Financial, which has already announced more than two dozen deals since entering ...

CI Financial paired the reporting of record third-quarter financial results with the news that it is expanding beyond its pattern of acquiring registered investment advisers by taking a minority stake in alternative investments platform GLASfunds. The investment in the $1.1 ...

The momentum continues for CI Financial as the Toronto-based aggregator notches another major acquisition in the U.S. wealth management space. Just a week after acquiring $4.1 billion Detroit-based R.H. Bluestein & Co., CI is adding $7.5 billion Chicago-based Gofen and ...

Toronto-based aggregator CI Financial is acquiring Portola Partners, a $5.2 billion registered investment adviser based in Menlo Park, California. The deal, which expands CI’s footprint in the San Francisco Bay area, will give the Canadian buyer approximately $82 billion in ...

Toronto-based CI Financial is acquiring a $3.4 billion registered investment adviser. The addition of Columbus, Ohio-based Budros Ruhlin & Roe will push CI’s U.S. wealth management footprint to approximately $74 billion. The deal is expected to close by the end ...

Wealth management aggregator Focus Financial Partners is set to make its fourth acquisition of a Canadian advisory shop as partner firm Connectus Wealth Advisers adds Toronto-based Gavin Hockey Wealth Specialists. The deal is unique in that it subtly fires a ...