Walt Bettinger signed on as a senior advisor at Clayton, Dubilier & Rice, which bought Focus Financial in 2023.

Founded in 2022, Divvi Wealth Management surpassed $100 million in assets under management and opened a new headquarters in ...

Private equity's appetite for wealth managers drove the total transacted assets under management past $1 trillion for the first time in a single year.

American International Group Inc. plans to increase its allocation to private assets as the insurer aims to grow its net ...

BlackRock Inc. BLK is integrating private equity and credit investments into pre-built portfolios to cater to rising demand among individual investors. Jaime Magyera, co-head of BlackRock’s US wealth ...

Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assetsCommonwealth ranked #1 in Independent Advisor Satisfaction 11 ...

LPL Financial Holdings agreed to acquire independent wealth management firm Commonwealth Financial Network for about $2.7 billion. Under the transaction structure, wealth management firm LPL will ...

Holdings announced that it has entered into a definitive purchase agreement to acquire Commonwealth Financial Network, the ...

From private credit to lower-volatility equity income strategies, big money firms are bringing more high-net-worth strategies ...

Forward-thinking Registered Investment Advisors (RIAs) and family offices are increasingly pivoting toward private mar ...

CI Global Asset Management ("CI GAM") today announced enhancements to its private markets funds designed to make these innovative investment solutions accessible to a broader range of accredited ...

Detailed price information for CI Financial Corp (CIX-T) from The Globe and Mail including charting and trades.