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, […]
RIA
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 […]