The rating agency cited "persistently high debt levels"
CI Financial Corp. is taking a “centralized” approach to advisor recruitment, in part to avoid having its CI Assante Wealth Management and Aligned Capital Partners businesses compete against each other. “As opposed to Assante looking for advisors to recruit, Aligned looking for advisors to recruit, [and] sometimes bumping into one another, now [we’re] having just […]
IPO should help reduce leverage that fuelled RIA acquisition spree
Eaton Vance Investment Counsel provides wealth services to HNW, UHNW clients
The firm's investment in Newton Crypto Ltd. will expedite its efforts in getting crypto trading capabilities to its wealth management clients
Cryptocurrency, banks/lifecos and a line of credit for whole life policyholders - here are some recently announced products
The CI Galaxy Multi-Crypto ETF allows clients to invest in two cryptocurrencies in a single product
CI’s CEO says firm is still in the early stage of its new strategy
Toronto-based firm manages $2.2 billion in assets for HNW and UHNW clients
Firm also takes a minority stake in alternative asset manager