Keyword: Wealth management

756 results found

The deal for the Dallas-based RIA with US$4.7B in assets is CI's biggest in the U.S. so far

Deal touted as a “strategic step” to offering new real estate investments to HNW clients

  • By: IE Staff
  • November 16, 2020 November 16, 2020
  • 14:32
announcement

Firms can remain open despite new mandatory lockdown measures

Digital investments pushed insurer to a positive quarter

Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

Latest RIA acquisition adds US$2.7 billion in assets to CI’s wealth management business

  • By: IE Staff
  • November 11, 2020 November 11, 2020
  • 10:05
Partners discussing new plans

A report finds women face systemic challenges and are deterred by negative perceptions of the industry

  • By: Katie Keir
  • November 10, 2020 November 10, 2020
  • 13:02

The firm reported net income attributable to common shareholders of $29 million

  • By: IE Staff
  • November 9, 2020 November 9, 2020
  • 12:27

Assets under management and advisement hit a new record

  • By: IE Staff
  • November 6, 2020 November 6, 2020
  • 11:12

CEO says listing common shares on the NYSE “makes sense,” given CI’s rapid growth in the U.S.

  • By: IE Staff
  • November 5, 2020 November 5, 2020
  • 15:00

The firm reported earnings per common share of $2.03 for the quarter

  • By: IE Staff
  • November 4, 2020 November 4, 2020
  • 10:57