CI Financial Reports Financial Results for the Third Quarter of 2022 Nov 10, 2022 07:00AM
CI Financial Corp (CIXX) to Acquire RegentAtlantic Dec 6, 2021 07:15AM
CI Financial to Acquire RegentAtlantic, a Leading US$6-Billion New York-Area Wealth Manager Dec 6, 2021 07:15AM
CI Financial to Acquire Gofen and Glossberg, a US$7.5-Billion Chicago-Based RIA Serving High-Net-Worth Families Nov 10, 2021 07:15AM
CI Financial Completes Acquisition of San Diego RIA Dowling & Yahnke Jun 30, 2021 05:46PM


May 10, 2021 07:16AM CI Financial Corp (CIXX) to Acquire Dowling & Yahnke
May 10, 2021 07:15AM CI Financial to Acquire Dowling & Yahnke, a Leading San Diego Wealth Advisory Firm with US$5.1 Billion in Assets
Jan 4, 2021 02:52PM CI Financial Completes Acquisition of Four RIA Firms, Capping a Year of Rapid Growth in U.S. Wealth Management
Nov 24, 2020 07:30AM CI Financial to Acquire Majority Interest in RGT Wealth Advisors, a Leading Texas-Based Wealth Management Firm with Approximately US$4.7 Billion in Assets
Nov 5, 2020 03:00PM CI Financial to Acquire $1.1 Billion Wealth Firm Doyle Wealth Management, its First Florida and 11th U.S. RIA Transaction This Year
Sep 16, 2020 06:06PM CI Financial completes acquisition of BDF, a Chicago-area private wealth firm with US$4.5 billion in assets
Aug 31, 2020 09:30AM Wealth manager Balasa Dinverno Foltz LLC once again honored as a top employer in Illinois
Aug 13, 2020 01:25PM Wealth manager Balasa Dinverno Foltz LLC recognized as one of the Best Places to Work in Chicago
Aug 4, 2020 06:30AM CI Financial to acquire BDF, a US$4.5-billion leading Chicago registered investment advisor, boosting CI's U.S. wealth assets to US$11 billion in just six months