The firm’s executives said they are pressing forward on the path toward becoming a national RIA, lowering platform fees, bringing commission trails in-house, expanding capital options for the affiliated businesses, and bulking up its suite of...
As the world awaits the final result of the US midterms, the finance industry is trying to figure out how vulnerable the outcome will leave it.
The upcoming offering will allow CI to split its Canadian and U.S. businesses and help pay down $3 billion in debt. Ultimately, however, the markets will determine the IPO date, the firm says.
Firm plans to cut leverage in half as its takes US unit public.
The firm wants to support advisors who have served in the military and attract active duty or recently retired service members to the industry.
With scant details available, industry analysts say the coming Envestnet custodial service could be a game changer for the firm.
