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M&A
CI Financial Marks 10th U.S. RIA Acquisition With Stavis & Cohen DealCI Financial Marks 10th U.S. RIA Acquisition With Stavis & Cohen Deal

The deal with Stavis & Cohen Financial, which has about $570 million in assets, will bring CI Financial's total U.S. assets to about $13 billion, and its North American assets will total $59 billion.

byPatrick Donachie, Senior Reporter
Nov 4, 2020
|
2 Min Read
US SEC building in Washington, D.C., 2008
Regulation & Compliance
SEC Shows Enforcement Dips, Record Whistleblower Awards in FY2020SEC Shows Enforcement Dips, Record Whistleblower Awards in FY2020
byPatrick Donachie
Nov 3, 2020
2 Min Read
business-team.jpg
Industry News & Trends
Super OSJ Pacific Capital Resource Group Joins Advisor GroupSuper OSJ Pacific Capital Resource Group Joins Advisor Group
byAsia Martin
Nov 3, 2020
1 Min Read
LPL Financial sign
RIA
Pelliccioni Family Leaves Wells Fargo Advisors for LPL FinancialPelliccioni Family Leaves Wells Fargo Advisors for LPL Financial
byAsia Martin
Nov 3, 2020
2 Min Read
money coin bridge merger
Real Estate
Bernard Herold & Co. and Lantern Investments Team to Create $2B FirmBernard Herold & Co. and Lantern Investments Team to Create $2B Firm
byPatrick Donachie
Nov 2, 2020
1 Min Read
Eaton Vance
M&A
Eaton Vance Completes Acquisition of WaterOak AdvisorsEaton Vance Completes Acquisition of WaterOak Advisors
byAsia Martin
Nov 2, 2020
1 Min Read

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