News
CI Financial Reports Record Financial Results for the Third Quarter of 2021
CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today released record financial results for the quarter ended September 30, 2021.
“It was another record financial quarter for CI and included a
CI Financial Reports Record Total Assets of $331.8 Billion for October 2021
CI Financial Corp. (“CI”) (TSX:CIX, NYSE:CIXX) today reported preliminary assets under management as at October 31, 2021 of $150.2 billion and wealth management assets of $181.6 billion, for total
CI Financial Makes Strategic Investment in GLASfunds, a Leading Alternative Investment Platform
CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) announced today it has made a strategic investment in GLAS Funds, LLC (“GLASfunds™”), a turnkey alternative investment platform and alternative
CI Financial to Acquire Gofen and Glossberg, a US$7.5-Billion Chicago-Based RIA Serving High-Net-Worth Families
CI Financial Corp. (“CI”) (TSX:CIX; NYSE:CIXX) and Gofen and Glossberg, LLC (“Gofen”) today announced an agreement under which CI will acquire Gofen, a US$7.5-billion wealth and investment
CI Financial to Acquire R.H. Bluestein & Co., a $4.1-Billion Detroit and New York-Based RIA Focused on Ultra-High-Net-Worth and High-Net-Worth Families
CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) and R.H. Bluestein & Co. (“Bluestein”) today announced an agreement under which CI will acquire a majority interest in Bluestein, a Birmingham
CI Financial Affiliate RGT Wealth Advisors Acquires Odyssey Wealth, Merging Two Successful Dallas RIAs
RGT Wealth Advisors, LLC (“RGT”), a subsidiary of CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX), today announced that it has acquired Odyssey Wealth Management, LLC (“Odyssey”), a Dallas-area
CI Financial Announces Third Quarter Earnings Conference Call and Webcast
CI Financial Corp. (“CI”) (TSX:CIX; NYSE:CIXX) will release its financial results for the third quarter of the 2021 fiscal year on Thursday, November 11, 2021.
CI will hold a conference call with
CI Financial to Acquire McCutchen Group, a $3.4-Billion Ultra-High-Net-Worth Wealth Manager Based in Seattle
CI Financial Corp. (“CI”) (TSX:CIX; NYSE:CIXX) and McCutchen Group LLC ( “McCutchen Group”) today announced an agreement under which CI will acquire McCutchen Group, an ultra-high-net-worth focused
CI Financial Reports Total Assets of $320.4 Billion for September 2021
CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today reported preliminary assets under management as at September 30, 2021 of $146.6 billion and wealth management assets of $173.8 billion, for
CI Global Asset Management Announces October 2021 Distributions for CI ETFs
CI Global Asset Management (“CI GAM”) announces the following regular cash distributions for the month ending October 31, 2021 in respect of CI ETFs. In all cases, the distribution will be paid on
CI Financial Completes Acquisition of US$5.2-Billion Silicon Valley RIA Portola Partners
CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today announced it has completed the acquisition of Portola Partners Group LLC (“Portola Partners” or “Portola”), a Silicon Valley wealth management
CI Financial Establishes U.S. Headquarters in Miami
CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX), a diversified global asset and wealth management company, announces the establishment of its U.S. headquarters in Miami.
The addition of a
CI Global Asset Management Announces September 2021 Distributions for CI ETFs
CI Global Asset Management (“CI GAM”) announces the following regular cash distributions for the month or quarter ending September 30, 2021 in respect of CI ETFs. In all cases, the distribution
CI Financial to Acquire Portola Partners, a Leading US$5.2-Billion Silicon Valley Wealth Manager
CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) and Portola Partners Group LLC (“Portola Partners” or “Portola”) today announced an agreement under which CI will acquire Portola Partners, a
CI Financial Reports Record Total Assets of $320.4 Billion for August 2021
CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today reported preliminary assets under management as at August 31, 2021 of $150.0 billion and wealth management assets of $170.3 billion, for total
CI Financial Completes Acquisition of Pennsylvania RIA Radnor Financial Advisors
CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) today announced it has completed the acquisition of Radnor Financial Advisors (“Radnor”), a registered investment advisor based in Wayne, Pa. with
CI Global Asset Management Continues Expansion of ETF Lineup with U.S. Inflation-Linked Bond and Actively Managed Emerging Markets ETFs
CI Global Asset Management (“CI GAM”) today announced the launch of two exchange-traded funds, further enhancing and diversifying its extensive lineup of more than 70 passive, smart beta and
CI Global Asset Management Enhances ETF Lineup With Suite of Cost-Competitive Passive ETFs, Plus Alternative and Technology Strategies
CI Global Asset Management (“CI GAM”) today announced the launch of six exchange-traded funds, including its first-ever suite of passively managed mandates and two actively managed solutions.
CI
CI Global Asset Management Announces August 2021 Distributions for CI ETFs
CI Global Asset Management (“CI GAM”) announces the following regular cash distributions for the month ending August 31, 2021 in respect of CI ETFs. In all cases, the distribution will be paid on
CI Financial Reports Record Total Assets of $309.3 Billion for July 2021
CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today reported preliminary assets under management as at July 31, 2021 of $146.8 billion and wealth management assets of $162.6 billion, for total
CI Global Asset Management Announces Risk Rating Change for CI Global Alpha Innovation ETF
CI Global Asset Management (“CI GAM”) today announced a risk rating change for CI Global Alpha Innovation ETF. This ETF is expected to begin trading on the Toronto Stock Exchange on Tuesday, August
CI Financial Earns 2021 Great Place to Work® Certification
CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) announces it has been certified as a Great Place to Work® after a thorough, independent analysis conducted by Great Place to Work Institute® Canada
CI Financial Reports Record Financial Results for the Second Quarter of 2021
CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today released financial results for the quarter ended June 30, 2021.
“CI had another very successful quarter, once again earning record adjusted
CI Financial to Acquire Budros, Ruhlin & Roe, a Leading US$3.4-Billion Ohio-Based Registered Investment Advisor
CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) and Budros, Ruhlin & Roe, Inc. today announced an agreement under which CI will acquire Budros, Ruhlin & Roe, a leading Columbus-based wealth
CI Global Asset Management Offers Cost-Effective, One-Stop ESG Investing with New CI Mosaic ESG ETF Portfolios
CI Global Asset Management (“CI GAM”) today introduced the CI Mosaic ESG ETF Portfolios, which combine a focus on environmental, social and governance (“ESG”) factors with the convenience of a