A reduction in expenses and an improvement in retail sales helped offset another quarter of net redemptions
The transaction is part of CI’s plan to grow its presence in the U.S. RIA market
The partnership is intended to help educate CI advisors on how to serve aging clients
The move marks the first step in the Toronto-based company’s U.S. expansion
The story behind the acquisition
The d1g1t enterprise wealth management platform enables firms to share real-time intelligence
MacAlpine brings a global perspective
The CEO will leave the firm when successor Kurt MacAlpine takes over
Product watch
Rating agency says CI's debt-to-EBITDA ratio has stabilized