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CI Financial Corp. (“CI”) (TSX: CIX, NYSE: CIXX) today announced it has completed the acquisition of Portola Partners Group LLC (“Portola Partners” or “Portola”), a Silicon Valley wealth management firm dedicated to serving the financial...
The biggest financial stocks making the biggest moves, up or down, this week includes an insurance broker, credit servicer, and an Argentina-based regional bank. This weeks largest financial gainers (with a market cap over $2B) is topped by technology-enabled insurance broker SelectQuote (NYS...
Fast-growing C$320-billion wealth and asset management firm makes strategic move to support continued U.S. expansion CI Financial Corp. (“CI”) (TSX: CIX ; NYSE: CIXX), a diversified global asset and wealth management company, announces the establish...
Not for Dissemination to U.S. Newswire Services or for Dissemination in the United States of America CI Global Asset Management (“CI GAM”) announces the following regular cash distributions for the month or quarter ending September 30, 2021 in respect of CI...
Firm specializes in meeting the complex financial needs of tech founders, executives and other ultra-high-net-worth investors CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) and Portola Partners Group LLC (“Portola Partners” or “Portola...
All financial amounts in Canadian dollars unless stated otherwise. CI Financial Corp . (“CI”) (TSX: CIX , NYSE: CIXX) today reported preliminary assets under management as at August 31, 2021 of $150.0 billion and wealth management assets of $170.3...
CI Financial's new CEO has helped turn around the company by focusing on wealth management. A large buyback is in effect, which along with the healthy dividend provides a very decent total return all on its own. The technical setup for the short/medium term is excellent. For...
CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) today announced it has completed the acquisition of Radnor Financial Advisors (“Radnor”), a registered investment advisor based in Wayne, Pa. with US$2.6 billion in assets. “We’re exci...
CI Global Asset Management (“CI GAM”) today announced the launch of two exchange-traded funds, further enhancing and diversifying its extensive lineup of more than 70 passive, smart beta and actively managed mandates. CI U.S. Treasury Inflation-Linked Bond Inde...
CI Global Asset Management (“CI GAM”) today announced the launch of six exchange-traded funds, including its first-ever suite of passively managed mandates and two actively managed solutions. CI GAM’s passive mandates, known as the CI Beta ETFs , begin t...
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Q4 asset management net flows were positive $1.9 billion, led by Canadian retail CI’s wealth management businesses record $10.4 billion in net flows in 2022 All financial amounts in Canadian dollars unless stated otherwise. CI Financial Corp. (“...
CI Global Asset Management (“CI GAM”) today announced a proposal to merge CI Global Equity Income Private Pool Class into CI Global Concentrated Equity Private Pool, and a risk rating change for the Hedged Common Units of CI Tech Giants Covered Call ETF (TSX: TXF). Fund ...
NOT FOR DISSEMINATION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES OF AMERICA CI Global Asset Management (“CI GAM”) announces the following regular cash distributions for the month ending January 31, 2023 in respect of the CI ETFs. In all cas...