Latest Breaking News On - பாரெட் சொத்து மேலாண்மை - Page 3 : comparemela.com

Rudy Mezzetta Toronto-based CI Financial is acquiring Brightworth, LLC, an Atlanta-based registered investment advisor (RIA) with approximately US$4.7 billion, the firm announced Monday. The deal gives CI Financial approximately US$55 billion in AUM in the U.S. and offices in 15 U.S. states once the transaction and other outstanding deals are completed. Brightworth provides advisory and financial planning services to high-net-worth individuals, families and institutional clients in Atlanta and Charlotte, NC. “[Brightworth has] built an exceptional firm based on a comprehensive, multi-generational approach to wealth planning combined with outstanding service,” said CI CEO Kurt MacAlpine in a release. “Additionally, [it has] developed expert teams offering highly tailored services to affluent client segments such as executives, business owners and dentists.”

United statesKurt macalpineRay padrBarrett asset managementNew york basedNorth americaஒன்றுபட்டது மாநிலங்களில்கர்ட் மாகல்பைன்பாரெட் சொத்து மேலாண்மைபுதியது யார்க் அடிப்படையிலானதுவடக்கு அமெரிக்கா