Keyword: Wealth management

709 results found
golden steps leading up, made of stacks of dollar coins in increasing height

The firm also announced a plan to buy back up to 39 million shares

calculating numbers for income tax return with glasses pen and calculator

The firm's wealth management segment reported record-high assets under advisement

Macro shot of a hand of a businessman signing or writing a document on a sheet of white paper using a nibbed fountain pen.

The Detroit- and New York-based firm is CI's latest U.S. acquisition

  • By: Staff
  • November 2, 2021 November 2, 2021
  • 14:27
Happy businesspeople walking

Brant advisors and their clients will join Riley Investment Services

Business people working in a conference room

Investment from Jessiman Family Investments and the Cynosure Group will go toward advisor incentive offers and acquisitions

Close up business man signing contract making a deal, classic business

iA obtained a majority stake in Forstrong in 2013

  • By: Staff
  • November 1, 2021 November 1, 2021
  • 14:39
Macro shot of a hand of a businessman signing or writing a document on a sheet of white paper using a nibbed fountain pen.

The transaction solidifies the firm’s presence in the Dallas, TX region

  • By: Staff
  • October 28, 2021 October 28, 2021
  • 12:02

Kevin Headland and Macan Nia assume the roles immediately, following Philip Petursson's departure

  • By: Staff
  • October 25, 2021 October 26, 2021
  • 11:31

The Seattle-based RIA is CI's first office in the Pacific Northwest

  • By: Staff
  • October 21, 2021 October 21, 2021
  • 11:19
microphones sitting on table

Manjuris provided "valued advice," the firm said, but the planned growth strategy remains "actionable"

  • By: Katie Keir
  • October 8, 2021 October 8, 2021
  • 12:25