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Page 8 - Congress Wealth News Today : Breaking News, Live Updates & Top Stories | Vimarsana

S&P cuts CI Financial s credit rating to junk

Following CI's request to withdraw coverage, S&P dropped its rating for the asset manager

United statesJames shanahanScott chanEdward jonesKurt macalpineCanaccord genuity group incCongress wealth managementAligned capitalWealth managementAudax private equityCanaccord genuity groupCongress wealth

S&P cuts CI Financial s credit rating to junk | Investment Executive

Following CI's request to withdraw coverage, S&P dropped its rating for the asset manager

United statesKurt macalpinePatrick russelScott chanJames shanahanEdward jonesCongress wealth managementCanaccord genuity group incAligned capitalWealth managementAudax private equityCanaccord genuity groupCongress wealth

RIA Roundup: CI Financial Sells Stake in Boston RIA to Pay Down Debt

More than $5B in transacted assets was announced this week as Captrust, Allworth, Wealth Enhancement Group, Sanctuary and MAI all made M&A moves.

United statesOrange countyNew yorkKansas citySouth dakotaKenneth shayKeith bowlesGoldman sachDan westinPatrick mcdonaldBig fourDonald warnerMcdaniel knutsonSteve traxJames corriganBrent boden

Audax Private Equity Partners with Management to Recapitalize Congress Wealth Management

Audax Private Equity Partners with Management to Recapitalize Congress Wealth Management
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San franciscoUnited statesPaul lonerganArentfox schiffZachary tramonti julie rudnickScott dellorfanoKirkland ellisAdam abramsonBill allenFinancial servicesFamily officeGladstone associatesHarbourfront wealth holdingsCongress wealth managementAudax private equity financial servicesAudax group

CI Financial sells Congress Wealth stake to Audax Private Equity

The deal reflects the giant Canadian asset manager's altered approach to expanding in the U.S.

United statesPaul lonerganKurt macalpineDan seivertCongress wealthAudax groupCongress wealth management of bostonPinnacle advisory groupCongress wealth managementAudax privateBoston based audaxWealth president paul lonerganEchelon partnersIndustry newsM amp aPrivate equity

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