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CIXX News and Press, CI Financial Corp. From 05/10/21

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Company Name: CI Financial Corp.
Stock Symbol: CIXX
Market: NYSE

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CIXX - CI Financial to acquire Dowling & Yahnke, its first San Diego location

CI Financial ([[CIXX]]) and San Diego-based registered investment advisor Dowling & Yahnke announced an agreement under which the former will acquire the latter which has $5.1B in assets.Transaction is expected to increase CI's total assets to $63B and total AUM and wealth manag...

CIXX - CI Financial to Acquire Dowling & Yahnke, a Leading San Diego Wealth Advisory Firm with US$5.1 Billion in Assets

Acquisition boosts CI’s U.S. Assets to US$63 billion and total assets to US$230 billion CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) and Dowling & Yahnke, LLC (“D&Y”) today announced an agreement under which CI will acqu...

CIXX - CI Global Asset Management Completes Merger of CI Galaxy Bitcoin Fund into CI Galaxy Bitcoin ETF

Not for distribution to U.S. newswire services or for dissemination in the United States. CI Global Asset Management (“CI GAM”) today announced that the merger of CI Galaxy Bitcoin Fund (TSX: BTCG), a closed-end investment fund (the “Terminating Fund...

CIXX - CI Global Asset Management Announces Fund Name Changes and Mergers

CI Global Asset Management (“CI GAM”) today announced changes to its fund lineup, including two fund name changes and two fund mergers. Name changes Effective May 7, 2021: First Asset REIT Income Fund will be renamed CI Canadian REIT Fund Fi...

CIXX - CI Financial Affiliated RIA Congress Wealth Management Acquires Pinnacle Advisory Group to Create $5.8-billion Firm

Transaction boosts CI’s U.S. assets to $58 billion All financial amounts in U.S. dollars unless stated otherwise. Congress Wealth Management, LLC (“CWM”) and CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) announced tod...

CIXX - CI Financial Completes Three Previously Announced Acquisitions, Boosting Total Assets to a Record $280 Billion

Firms in Chicago, New York and Atlanta join CI’s growing U.S. wealth business CI Financial Corp. (“CI”) (TSX: CIX ; NYSE: CIXX), a diversified global asset and wealth management company, today announced it has completed the acquisition of thr...

CIXX - CI Galaxy Bitcoin Fund (BTCG) Unitholders Approve Fund's Merger Into CI Galaxy Bitcoin ETF (BTCX)

CI Global Asset Management (“CI GAM”) today announced that unitholders of CI Galaxy Bitcoin Fund (TSX: BTCG), a closed-end investment fund (the “Fund”), have approved the Fund’s merger into CI Galaxy Bitcoin ETF (TSX: BTCX), an exchange-tra...

CIXX - CI Global Asset Management Announces Confirmed Distribution and Final Valuation for Terminated CI First Asset ETF

NOT FOR DISSEMINATION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES OF AMERICA Further to its announcement on April 15, 2021, CI Global Asset Management (CI GAM) announces that CI First Asset Long Duration Fixed Income ETF (the “Fund”)...

CIXX - CI Global Asset Management Announces ETF Name Changes and Risk Rating Changes

CI Global Asset Management (“CI GAM”) today announced a series of changes to its ETF lineup, including risk rating changes and name changes. CI GAM also announced a risk rating change for CI Global Infrastructure Private Pool. In the name changes, which affect 35 E...

CIXX - CI Global Asset Management to Temporarily Waive Entire Management Fee on World's First Ether ETF: CI Galaxy Ethereum ETF (ETHX)

Full management fee waiver to remain in place through June 15, 2021 Not for distribution to U.S. newswire services or for dissemination in the United States. CI Global Asset Management (“CI GAM”) announced today that it is waiving the full 0.40%...

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