Matrix Capital Advisors, a Chicago RIA Serving High-Net-Worth Clients, Joins CI Private Wealth Dec 1, 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 to Acquire R.H. Bluestein & Co., a $4.1-Billion Detroit and New York-Based RIA Focused on Ultra-High-Net-Worth and High-Net-Worth Families Nov 2, 2021 07:15AM
CI Financial to Acquire New York-Based RIA Barrett Asset Management Mar 11, 2021 09:13AM
CI Financial Kickstarts 2021 with Acquisition of Chicago-based Segall Bryant & Hamill, a Leading High-Net-Worth RIA and Institutional Asset Manager with US$23 Billion in Assets Jan 25, 2021 04:05PM


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