News
CI Financial Announces Second Quarter Earnings Conference Call and Webcast
CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) will release its financial results for the second quarter of the 2021 fiscal year on Tuesday, August 10, 2021.
CI will hold a conference call with
CI Global Asset Management Announces Risk Rating Changes, Fund Name Changes and the Completion of Two Fund Mergers
CI Global Asset Management (“CI GAM”) today announced risk rating and name changes to certain investment funds, and confirmed the completion of two fund mergers.
Risk rating changes
The
CI Financial Reports Total Assets of $304 billion for June 2021 and Positive Second Quarter Net Sales
CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today reported preliminary assets under management as at June 30, 2021 of $144.8 billion and wealth management assets of $159.3 billion, for total
CI Global Asset Management Announces July 2021 Distributions for CI ETFs
CI Global Asset Management (“CI GAM”) announces the following regular cash distributions for the month ending July 31, 2021 in respect of CI ETFs. In all cases, the distribution will be paid on or
CI Global Asset Management Announces Launch of CI Global Climate Leaders and CI Alternative North American Opportunities Mutual Funds and ETFs
CI Global Asset Management (“CI GAM”) today announced the launch of two new equity mandates – CI Global Climate Leaders Fund, which focuses on firms leading the global campaign against climate
CI Financial Completes Acquisition of San Diego RIA Dowling & Yahnke
CI Financial Corp. (“CI”) (TSX:CIX; NYSE:CIXX) today announced it has completed its acquisition of Dowling & Yahnke, LLC (“D&Y”), a San Diego-based wealth manager with approximately US$5.1 billion
CI Financial Enters Pennsylvania with Acquisition of US$2.6-billion Radnor Financial Advisors
CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) today announced an agreement to acquire Radnor Financial Advisors (“Radnor”), a comprehensive wealth and investment management firm serving
CI Global Asset Management Announces Fund Name Changes to Reflect Integrated Investment Management Platform
CI Global Asset Management (“CI GAM”) today announced the renaming of 156 investment funds as part of a strategic initiative to modernize its business and product lineup. CI GAM also announced risk
CI Financial Announces Election of Directors and Results of Annual Meeting of Shareholders
CI Financial Corp. (the “Corporation”) announced the results of matters voted upon at its annual meeting of shareholders held on June 16, 2021.
All nominated directors were elected with voting
CI Financial Renews Normal Course Issuer Bid and Automatic Securities Purchase Plan
CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) announced today that the Toronto Stock Exchange (“TSX”) has accepted its Notice of Intention to make a Normal Course Issuer Bid and Automatic
CI Global Asset Management Announces Risk Rating Changes for Two ETFs
CI Global Asset Management (“CI GAM”) today announced risk rating changes for the Hedged Units of CI WisdomTree Europe Hedged Equity Index ETF and CI WisdomTree International Quality Dividend
CI Global Asset Management Announces Portfolio Management Changes
CI Global Asset Management (“CI GAM”) today announced portfolio management changes to four U.S. equity, two global dividend and two Canadian small-cap funds. Effective June 28, 2021, the mandates
CI Global Asset Management Announces June 2021 Distributions for CI ETFs
CI Global Asset Management (“CI GAM”) announces the following regular cash distributions for the month or quarter ending June 30, 2021 in respect of CI ETFs. In all cases, the distribution will be
CI Financial Reports Record Total Assets of $288.3 Billion for May 2021
CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today reported preliminary assets under management as at May 31, 2021 of $142.1 billion and wealth management assets of $146.2 billion, for total
CI Global Asset Management Announces Appointment of Marc-André Lewis as Executive Vice-President and Head of Investment Management
CI Global Asset Management (“CI GAM”) today announced the appointment of Marc-André Lewis, an accomplished investment professional with extensive global experience, as its Executive Vice-President
CI Financial Announces Pricing of US$900 Million Notes Offering
CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX), a diversified global asset and wealth management company, announced today that it has priced an underwritten public offering of US$900 million
CORRECTING and REPLACING CI Global Asset Management Continues Integration of its Global Investment Platform with Team-Based Approach to Dividend and Canadian Equity Strategies
Please replace the release with the following corrected version due to revisions to the table of portfolio management appointments.
The updated release reads:
CI GLOBAL ASSET MANAGEMENT
Assante Wealth Management Achieves Top Ranking in J.D. Power 2021 Canada Full-Service Investor Satisfaction Study
Assante Wealth Management (“Assante”) announces that it has been ranked highest in overall investor satisfaction with full-service investment firms in the J.D. Power 2021 Canada Full-Service
CI Financial Reports Record Total Assets of $287.5 Billion for April 2021
CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today reported preliminary assets under management as at April 30, 2021 of $141.0 billion and wealth management assets of $146.5 billion, for total
CI Financial Reports Record Financial Results for the First Quarter of 2021
CI Financial Corp. (“CI”) (TSX:CIX, NYSE:CIXX) today released financial results for the quarter ended March 31, 2021.
“Our record financial results speak to the tremendous progress we have made
CI Global Asset Management Announces May 2021 Distributions for CI ETFs
CI Global Asset Management (“CI GAM”) announces the following regular cash distributions for the month ending May 31, 2021 in respect of CI ETFs. In all cases, the distribution will be paid on or
CI Financial to Acquire Dowling & Yahnke, a Leading San Diego Wealth Advisory Firm with US$5.1 Billion in Assets
CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) and Dowling & Yahnke, LLC (“D&Y”) today announced an agreement under which CI will acquire the San Diego-based registered investment advisor firm
CI Global Asset Management Announces Fund Name Changes and Mergers
CI Global Asset Management (“CI GAM”) today announced changes to its fund lineup, including two fund name changes and two fund mergers.
Name changes
Effective May 7, 2021:
CI Financial Affiliated RIA Congress Wealth Management Acquires Pinnacle Advisory Group to Create $5.8-billion Firm
Congress Wealth Management, LLC (“CWM”) and CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) announced today that CWM has acquired Pinnacle Advisory Group, Inc. (“Pinnacle”) of Columbia, MD in a
CI Financial Completes Three Previously Announced Acquisitions, Boosting Total Assets to a Record $280 Billion
CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX), a diversified global asset and wealth management company, today announced it has completed the acquisition of three U.S. registered investment