CI Financial

CI Financial to acquire Columbia Pacific Wealth Management and make strategic investment in Columbia Pacific Advisors

Retrieved on: 
Wednesday, December 15, 2021
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(CI) (TSX: CIX; NYSE: CIXX) and Columbia Pacific of Seattle today announced a strategic relationship in which CI will invest in the continued growth of Columbia Pacifics world-class wealth management and alternative asset management firms.

Key Points: 
  • (CI) (TSX: CIX; NYSE: CIXX) and Columbia Pacific of Seattle today announced a strategic relationship in which CI will invest in the continued growth of Columbia Pacifics world-class wealth management and alternative asset management firms.
  • Columbia Pacific has built remarkable wealth management and alternative asset management businesses centered on delivering the best possible outcomes for their clients and investors, said Kurt MacAlpine, Chief Executive Officer of CI Financial.
  • As a result, U.S. wealth management will become CIs largest business line by assets, exceeding core asset management and Canadian wealth management.
  • CIs primary asset management businesses are CI Global Asset Management (CI Investments Inc.) and GSFM Pty Ltd., and it operates in Canadian wealth management through CI Assante Wealth Management (Assante Wealth Management (Canada) Ltd.), CI Private Counsel LP, Aligned Capital Partners Inc., CI Direct Investing (WealthBar Financial Services Inc.), and CI Investment Services Inc.
    CIs U.S. wealth management businesses consist of Barrett Asset Management, LLC, BDF LLC, Budros, Ruhlin & Roe, Inc., Bowling Portfolio Management LLC, Brightworth, LLC, The Cabana Group, LLC, Congress Wealth Management, LLC, Dowling & Yahnke, LLC, Doyle Wealth Management, LLC, Matrix Capital Advisors, LLC, McCutchen Group LLC, One Capital Management, LLC, Portola Partners Group LLC, Radnor Financial Advisors, LLC, The Roosevelt Investment Group, LLC, RGT Wealth Advisors, LLC, Segall Bryant & Hamill, LLC, Stavis & Cohen Private Wealth, LLC, and Surevest LLC.

Segall Bryant & Hamill Named to Pensions & Investments Best Places to Work in Money Management

Retrieved on: 
Tuesday, December 14, 2021
Philosophy, Workforce, Pension, Crain Communications, The Last Best Place, Industry, Culture, Foundation, P&I, SBH, Research, Safety, Goal, Leadership, CI Financial, Multimedia, Student, News, View, Public relations, Management, Investment

CHICAGO, Dec. 14, 2021 /PRNewswire/ --Segall Bryant & Hamill (SBH) announced today that it has been named a 2021 Best Places to Work in Money Management by Pensions & Investments (P&I).

Key Points: 
  • CHICAGO, Dec. 14, 2021 /PRNewswire/ --Segall Bryant & Hamill (SBH) announced today that it has been named a 2021 Best Places to Work in Money Management by Pensions & Investments (P&I).
  • Presented by Pensions & Investments, the global news source for money management, the 10th annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry.
  • "Now in its 10th year, P&I's Best Places to Work in Money Management spotlights the unique ways that employers build healthy and thriving work cultures,'' said Executive Editor Julie Tatge.
  • Segall Bryant & Hamill did not solicit or pay a fee to participate in P&I's Best Places to Work in Money Management survey.

CI Financial to Acquire RegentAtlantic, a Leading US$6-Billion New York-Area Wealth Manager

Retrieved on: 
Monday, December 6, 2021
Consulting, Professional Services, Finance, Retirement, Company, NYSE, Woman, RIAS, CI Financial, Wall Street, TSX, Nature, BDF, Toronto Stock Exchange, CI, Food, Research, Financial Times, FN, Forward-looking statement, CIXX, Partnership, New, Asset, LLC, RIA, Growth, Technology, Industry, Finance, Leadership, Time, Investment, Oaktree Capital Management, CIX, Dow Jones & Company, Financial adviser, Financial services, Security (finance)

It offers a comprehensive range of wealth planning services, including financial planning and investment management, customized to the needs of each client.

Key Points: 
  • It offers a comprehensive range of wealth planning services, including financial planning and investment management, customized to the needs of each client.
  • RegentAtlantic is a great strategic and cultural fit with the existing firms and leadership within CI Private Wealth and fully supports our vision of building the countrys leading wealth management firm.
  • As part of the transaction, all partners in RegentAtlantic will become equity partners in CI Private Wealth, the private partnership that will hold CIs U.S. wealth management business.
  • CI Financial Corp. is an independent company offering global asset management and wealth management advisory services.

CI Financial Makes Strategic Investment in GLASfunds, a Leading Alternative Investment Platform

Retrieved on: 
Wednesday, November 10, 2021
Professional Services, Finance, Toronto Stock Exchange, Industry, BDF, LLP, CIXX, CI Financial, New, Face, Forward-looking statement, CI, CIX, LLC, TSX, Nature, NYSE, Investment, Oaktree Capital Management, Financial adviser, Financial services, Cryptocurrency

CI Financial Corp. (CI) (TSX: CIX; NYSE: CIXX) announced today it has made a strategic investment in GLAS Funds, LLC (GLASfunds), a turnkey alternative investment platform and alternative asset management firm based in Cleveland.

Key Points: 
  • CI Financial Corp. (CI) (TSX: CIX; NYSE: CIXX) announced today it has made a strategic investment in GLAS Funds, LLC (GLASfunds), a turnkey alternative investment platform and alternative asset management firm based in Cleveland.
  • Founded in 2009, GLASfunds is one of the leading tech-enabled platforms providing investors with secure and streamlined digital access to institutional-quality alternative investment opportunities and asset management oversight.
  • CIs investment will strengthen GLASfunds offering to the broader market, while providing CI Private Wealth clients with enhanced access to alternative asset classes through a best-in-class platform.
  • Having CI as a strategic partner will enhance our capabilities and reach and broaden our appeal to all advisor firms seeking an alternative investment platform.

QuoteMedia Announces 22% Revenue Growth for Q3 2021

Retrieved on: 
Wednesday, November 10, 2021
Industry, Private Securities Litigation Reform Act, News, Cetera Financial Group, Firstrade Securities, CSE, TMX Group, FIS, Telus International, JPMorgan Chase, CI Financial, First Financial Bank, Nasdaq, PR Newswire, London Stock Exchange Group, General Electric, Company, Research, Business Wire, SEC, CNW Group, Mergent Sulmataj, Virtual Brokers, Canadian Securities Exchange, Security (finance), Public relations

Quotestream, QModand Quotestream Connectare trademarks of QuoteMedia.

Key Points: 
  • Quotestream, QModand Quotestream Connectare trademarks of QuoteMedia.
  • QuoteMedia intends that such forward-looking statements be subject to the safe harbors created thereby.
  • QuoteMedia's actual results and other corporate developments could differ materially from that which has been anticipated in such statements.
  • Below are the specific forward-looking statements included in this press release:
    We experienced very strong revenue growth, both for the quarter and year to date, and we are expecting to finish the year strong.

QuoteMedia Q3 2021 Financial Results and Investors’ Conference Call November 10, 2021

Retrieved on: 
Friday, November 5, 2021
News, Cetera Financial Group, Firstrade Securities, CSE, IA Financial Group, TMX Group, FIS, JPMorgan Chase, CI Financial, First Financial Bank, Nasdaq, PR Newswire, London Stock Exchange Group, General Electric, Company, Research, Business Wire, Mergent Sulmataj, CNW Group, Virtual Brokers, Canadian Securities Exchange, Communications satellite, Security (finance)

An audio rebroadcast of the call will be available later at: www.quotemedia.com

Key Points: 
  • An audio rebroadcast of the call will be available later at: www.quotemedia.com
    QuoteMedia is a leading software developer and cloud-based syndicator of financial market information and streaming financial data solutions to media, corporations, online brokerages, and financial services companies.
  • The Company licenses interactive stock research tools such as streaming real-time quotes, market research, news, charting, option chains, filings, corporate financials, insider reports, market indices, portfolio management systems, and data feeds.
  • Quotestream, QModTM and Quotestream ConnectTM are trademarks of QuoteMedia.
  • For more information, please visit www.quotemedia.com..

Calabrio Announces Winners of Analytics Competition and ONE Awards at Annual Customer Conference

Retrieved on: 
Wednesday, October 6, 2021
Internet, Data Management, Other Technology, Technology, Software, Goal, Efficiency, Dominion Energy, Idaho Central Credit Union, Population, Peckham, 2019–20 Ascenso MX season, Growth, Confusion, Intelligence, AAA, Mainichi Film Award for Foreign Film Best One Award, Industry, Workforce, Human resource management system, Interactivity, Twitter, Organization, CEO, Awareness, Amazon Web Services, IVR, Technology, GEA, Delta Dental, ICCU, Global, Solution, FCR, Workplace, Marketing, Locator, WEM, CI, Contract, Global Positioning System, Education, Social media, Radio, Champion, Speech analytics, CI Financial, BPO, Sigma, AHT, Phrase, GPS, COVID-19, SurveyMonkey, View, Automation, WFM, Organic, NPS, Video game, Risk management, Tutoring, Customer service, Calabrio Customer Connect, Calabrio, CALABRIO CUSTOMER CONNECT, CALABRIO

Calabrio , the customer experience intelligence company, spotlighted the winners of its analytics competition and ONE Awards during its annual customer conference, Calabrio Customer Connect (C3).

Key Points: 
  • Calabrio , the customer experience intelligence company, spotlighted the winners of its analytics competition and ONE Awards during its annual customer conference, Calabrio Customer Connect (C3).
  • The competition, now in its third year, challenges companies to use the power of Calabrio Analytics to unearth new customer and employee insights.
  • Analytics competition winners were selected from a field of customer applicants and will share $100,000 in prize money to use in their contact centers.
  • In appreciation of this years ONE Award winners, Calabrio donated more than $8,000 to a group of charities chosen by the winners.

CI Financial Establishes U.S. Headquarters in Miami

Retrieved on: 
Wednesday, September 15, 2021
Banking, Professional Services, Finance, Toronto Stock Exchange, Forward-looking statement, CIX, Partners Group, CI Financial, LLC, CIXX, Investment, NYSE, Industry, Asset, City, Oaktree Capital Management, New, BDF, CI, Nature, US, TSX, Bryant, Financial services, Financial adviser, Drug

CI Financial Corp. (CI) (TSX: CIX ; NYSE: CIXX), a diversified global asset and wealth management company, announces the establishment of its U.S. headquarters in Miami.

Key Points: 
  • CI Financial Corp. (CI) (TSX: CIX ; NYSE: CIXX), a diversified global asset and wealth management company, announces the establishment of its U.S. headquarters in Miami.
  • Establishing the Miami headquarters serves as a natural evolution of CIs expansion in the U.S.
  • Miami is an incredible place to establish our U.S. headquarters and support our fast-growing U.S. business, said Kurt MacAlpine, Chief Executive Officer of CI Financial.
  • CI Financial is the largest financial institution to ever place a headquarters in South Florida, said Miami Mayor Francis Suarez.

CI Financial to Acquire Portola Partners, a Leading US$5.2-Billion Silicon Valley Wealth Manager

Retrieved on: 
Tuesday, September 14, 2021
Banking, Professional Services, Finance, Solution, New, Alston & Bird, CI, Forward-looking statement, CIXX, Growth, Oaktree Capital Management, BDF, Investment, Heart, CIX, Silicon, Foundation, NYSE, Senior, Trust, Nature, US, TSX, Bryant, Toronto Stock Exchange, Technology, LLC, Industry, Partnership, Financial services, Bank, Financial adviser, Portola Partners, CI Financial, PORTOLA PARTNERS, CI FINANCIAL

CI Financial Corp. (CI) (TSX: CIX; NYSE: CIXX) and Portola Partners Group LLC (Portola Partners or Portola) today announced an agreement under which CI will acquire Portola Partners, a Silicon Valley wealth management firm specializing in meeting the distinct needs of ultra-high-net-worth families.

Key Points: 
  • CI Financial Corp. (CI) (TSX: CIX; NYSE: CIXX) and Portola Partners Group LLC (Portola Partners or Portola) today announced an agreement under which CI will acquire Portola Partners, a Silicon Valley wealth management firm specializing in meeting the distinct needs of ultra-high-net-worth families.
  • The Portola team and model will be valuable in fostering the development of our ultra-high-net-worth offering across CI Private Wealth.
  • We have been very impressed with the quality of our new colleagues at CI and at the other well-managed, healthily growing CI Private Wealth firms.
  • Alston & Bird LLP served as legal advisor to Portola and Berkshire Global Advisors LP served as financial advisor to Portola.

CI Financial Earns 2021 Great Place to Work® Certification

Retrieved on: 
Thursday, August 12, 2021
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CI Financial Corp. (CI) (TSX: CIX; NYSE: CIXX) announces it has been certified as a Great Place to Work after a thorough, independent analysis conducted by Great Place to Work Institute Canada.

Key Points: 
  • CI Financial Corp. (CI) (TSX: CIX; NYSE: CIXX) announces it has been certified as a Great Place to Work after a thorough, independent analysis conducted by Great Place to Work Institute Canada.
  • I take great pride in the quality and commitment of our team, said Kurt MacAlpine, CI Chief Executive Officer.
  • Great Place to Work is the global authority on high-trust, high-performance workplace cultures.
  • Great Place to Work provides the benchmarks, framework, and expertise needed to create, sustain, and recognize outstanding workplace cultures.