Wealth management

Net redemptions slow as CI reports Q1 profit Fallback Image Decorative pattern

Industry

Net redemptions slow as CI reports Q1 profit

The firm's assets under management continued to grow in the first quarter

By Mark Burgess |May 13, 2021

2 min read

Home or cottage: Which should be a principal residence? Home or cottage: Which should be a principal residence?

Advisor's Edge

Home or cottage: Which should be a principal residence?

Knowing the answer can help maximize your client’s wealth

By Curtis Davis |May 11, 2021

3 min read

RF Capital reports net loss, record AUA in first full quarter after consolidation Fallback Image Decorative pattern

Industry

RF Capital reports net loss, record AUA in first full quarter after consolidation

The firm will unveil a new growth strategy later this month

By Staff, with files from The Canadian Press |May 10, 2021

2 min read

CI acquires US$5.1B San Diego-based RIA CI acquires US$5.1B San Diego-based RIA

Industry

CI acquires US$5.1B San Diego-based RIA

The deal for Dowling & Yahnke is CI Financial's second-largest RIA acquisition to date

By Rudy Mezzetta |May 10, 2021

2 min read