The PE-backed wealth firm overseeing $104 billion in assets is doubling down on the Los Angeles wealth market with its latest strategic integration.
The PE-backed hybrid RIA is expanding its reach in the Pacific Northwest while increasing its assets by $773 million.
The RIA firm's latest partnership extends its reach to 12 states while boosting its assets to $15.9 billion.
The OCIO giant's latest promotions 'highlight its focus on continuity, innovation, and a client-first ethos,' says managing partner.
The prominent woman-led RIA's latest deals add $613 million in assets as well as new footholds in Boston and Dallas.
From RIAs to investment advisory, financial planning firms, and service providers, this year's crop of veterans and executives are defining what it means to lead in the world of wealth.
The deal to acquire Maine's largest RIA gives CI Financial's US wealth subsidiary its first-ever location in the Northeastern state.
The firm's longtime leader of corporate strategy will also spearhead efforts to reshape its models for independent advisors and other channels while reimagining its business services offerings.
The independent RIA's new initiative helps retiring advisors monetize their practices while helping ensure a smooth handoff to the next generation.
Advocacy group argues the measure, set for approval by the Senate, disproportionately favors certain public workers while risking the stability of the program.
