CI Financial
Corient Growth Offsets CI Financial's Q3 Asset Losses in Canada
Nov 10, 2023
On an earnings call this week, CEO Kurt MacAlpine said to expect more acquisitions at a less frenzied pace than past years as the company continues to pay down debt.
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RIA People Roundup: EP Wealth Advisors Taps Kyle Miller to Lead M&A
Nov 10, 2023
A host of ‘strategic’ hires and promotions were announced this week, as firms continue to focus on growth.
Hightower office logo
RIA M&A Roundup: Hightower Picks Up $2.5B Partner Firm in Orlando
Nov 10, 2023
Hightower, Robertson Stephens, Wealth Enhancement Group, Hub International and Sikitch all announced M&A deals this week.
Cambridge Investment Research IBD
Cambridge Hires Former LPL Exec to Boost Acquisitions
Nov 09, 2023
Dee Morgan will take a more proactive approach to acquisitions of both broker/dealers and RIAs, whether that's through minority, majority or 100% stakes.
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Mindy Diamond on Independence: $3B Former UBS Advisor Finds His New Edge
Nov 09, 2023
Ghislain Gouraige, a 15-year UBS veteran and former leader of the firm’s Private Wealth Advisory Council, talks about what led him down the path to leave the wirehouse and build NewEdge Wealth with colleague Rob Sechan.
Focus Financial Office
Sources: Focus Financial Firms To Consolidate
Nov 09, 2023
Industry sources say Focus Financial Partners' new private equity owner plans to merge the sprawling ecosystem of firms into a small number of its existing entities.
A Fidelity Investments sign.
Fidelity: Advisors Gave Up Asset Growth for Client Retention in 2022
Nov 07, 2023
Net new assets reported by RIAs dropped by 40% YOY, according to a Fidelity survey suggesting it may be time to consider adjusting fees and outsourcing functions.
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