CIXX - CI Financial subsidiary RGT Wealth Advisors acquires RIA Odyssey Wealth

CI Financial's (NYSE:CIXX) subsidiary RGT Wealth Advisors acquired Dallas-area registered investment advisor (RIA), Odyssey Wealth Management dedicated to delivering comprehensive wealth management solutions to a high- and ultra-high-net-worth clientele. Terms were not disclosed. The combination of RGT and Odyssey, which manages $200M+ in assets from offices in Plano, Texas, brings RGT’s total assets to ~$5.5B. With this transaction and the completion of other acquisitions, CI's U.S. wealth management assets are expected to reach ~$84B.

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CI Financial subsidiary RGT Wealth Advisors acquires RIA, Odyssey Wealth