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CI Financial’s Growth Strategy in the U.S. RIA Market
Manage episode 293855737 series 2534328
My guest today is Kurt MacAlpine, the CEO of CI Financial. CI is one of Canada's largest asset and wealth management firms. Over the past 18 months, CI Financial has bought a majority or outright ownership in 13 independent wealth advisory firms across the U.S. That may be the fastest sequence of M&A deals in the history of the wealth management industry. As of today, May 17, CI Financial has $74 billion in wealth management assets. The firm started with zero at the start of 2020.
429 afleveringen
Manage episode 293855737 series 2534328
My guest today is Kurt MacAlpine, the CEO of CI Financial. CI is one of Canada's largest asset and wealth management firms. Over the past 18 months, CI Financial has bought a majority or outright ownership in 13 independent wealth advisory firms across the U.S. That may be the fastest sequence of M&A deals in the history of the wealth management industry. As of today, May 17, CI Financial has $74 billion in wealth management assets. The firm started with zero at the start of 2020.
429 afleveringen
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