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/PRNewswire/ Dowling & Yahnke Wealth Advisors (the Firm), currently managing over $5.7 billion of assets for over 1,300 clients, is proud to announce that. ....
CI Financial scoops up $5.7 billion RIA financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
CI Financial buys $5.1 billion Dowling & Yahnke merger and acquisition words on yellow road sign on blue sky The deal marks the 18th RIA transaction in the U.S. for the Toronto-based aggregator. The transaction is expected to increase CI’s total U.S. assets to $63 billion, and to $230 billion, globally. May 10, 2021 Including sub-acquisitions, this marks CI’s 18 th deal since entering the U.S. wealth management space in early 2020. The transaction is expected to increase CI’s total U.S. assets to $63 billion, and to $230 billion, globally. “D&Y is our second-largest RIA acquisition to date and will be the sixth RIA in our group to have over $4 billion in assets,” said Kurt MacAlpine, CI’s chief executive officer. “Our vision and value proposition continue to resonate with advisers, and we’re honored that the country’s leading RIAs are choosing to partner with CI.” ....
Rudy Mezzetta Toronto-based CI Financial is acquiring Dowling & Yahnke, LLC (D&Y), a San Diego-based registered investment advisor (RIA) with approximately US$5.1 billion in assets, the firm announced Monday. The deal for D&Y, CI Financial’s second-largest RIA acquisition to date, will give CI a total of approximately US$63 billion in assets in the U.S. It represents the firm’s 18th RIA acquisition, including acquisitions made by CI-affiliated RIAs, since January 2020. D&Y, which was founded in 1991 and does business as Dowling & Yahnke Wealth Advisors, provides comprehensive investment management and financial planning services to over 1,300 clients, primarily individuals, families and non-profit organizations. ....
Rudy Mezzetta Toronto-based CI Financial is acquiring Dowling & Yahnke, LLC (D&Y), a San Diego-based registered investment advisor (RIA) with approximately US$5.1 billion in assets, the firm announced Monday. The deal for D&Y, CI Financial’s second-largest RIA acquisition to date, will give CI a total of approximately US$63 billion in assets in the U.S. It represents the firm’s 18th RIA acquisition, including acquisitions made by CI-affiliated RIAs, since January 2020. D&Y, which was founded in 1991 and does business as Dowling & Yahnke Wealth Advisors, provides comprehensive investment management and financial planning services to over 1,300 clients, primarily individuals, families and non-profit organizations. ....