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CI Financial Reports Financial Results for the Fourth Quarter of 2022

TORONTO (BUSINESS WIRE) CI Financial Corp. ("CI") (TSX: CIX) today released financial results for the quarter ended December 31, 2022. "CI's strong performance during an extended period of financial ....

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BNY Mellon Wealth Management Named Rob Zaccardi Senior Client Strategist in Boston

/PRNewswire/ BNY Mellon Wealth Management named Rob Zaccardi as senior client strategist. Rob works with ultra-high-net-worth families, business owners,. ....

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Morgan Stanley selling off Eaton Vance wealth management unit

Morgan Stanley is splitting up and selling off a $14 billion wealth management unit to CI Financial and Pathstone. ....

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CI Financial : to Acquire Former Eaton Vance Investment Counsel Division, Expanding U.S. Wealth Management Strategy - Form 6-K

March 31, 2022 CI Financial Corp. today announced an agreement under which CI will acquire certain assets of Eaton Vance WaterOak Advisors, formerly Eaton Vance Investment Counsel of Boston.
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Pathstone Announces the Acquisition of WaterOak's Investment Advisory and Wealth Management Business

/PRNewswire/ Pathstone, an independently operated, partner-owned advisory firm offering comprehensive customized investment advice and family office. ....

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