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CI Financial Acquiring  Billion RIA RegentAtlantic
Financial Management

CI Financial Acquiring $6 Billion RIA RegentAtlantic

Minnie Arwood 4 years ago

CI Financial will acquire RegentAtlantic, a New York-based RIA with $6 billion in managed assets. The deal will push CI over $100 billion in U.S. assets only two years after its first U.S. acquisition, according to the Canadian financial services firm. RegentAtlantic has offices in New York City and Morristown, […]

Cerity Partners Merges With B San Francisco RIA
Financial Management

Cerity Partners Merges With $5B San Francisco RIA

Minnie Arwood 4 years ago

RIA consolidator Cerity Partners has acquired Bingham, Osborn & Scarborough, a $5 billion registered investment advisory firm in San Francisco, a move that expands Cerity’s West Coast footprint and brings its total client assets to more than $40 billion under advisement. The B|O|S team, led by CEO Kevin Dorwin and […]

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