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...
If your firm wants to grow and scale, M&A can be the answer – if you understand the landscape. Learn how to overcome potential hurdles, identify the right tech partner and manage a smooth transition.
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.
Robertson Stephens', CEO Raj Bhattacharyya, discusses the latest trends in the M&A market and how an increase in deals within the past year might impact the future needs and wants of buyers.
