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If other publicly traded RIA aggregators are any indication, CI Financial may not get the valuation it’s hoping for, sources close to the M&A space argue.
The firm says it will not be a custodian for all; rather, it will target RIAs serving HNW and UHNW clients in need of bespoke investments and the trading chops of its global markets division, which will house the new business unit.
White, who oversaw the transformation of LPL Financial's tech stack, will not retire from the industry, as announced in August. Instead, he's joined Carson Group as chief strategy officer and will also sit on the firm's executive board.
With its deal to acquire Oakbridge Partners, Homrich Berg doubles down on its market position in Atlanta. It also brings the firm into the M&A market for $1 billion-plus RIAs.
Envestnet's 2021 Advisor Summit and Informa Connect's RIA Edge are among the first Choir Certified and Inaugural Partner conferences: those working toward raising the visibility of women, nonbinary people and people of color onstage.