CI Financial to Go Private in Deal With Abu Dhabi Sovereign Wealth Affiliate
By Dinah Wisenberg BrinThe deal values CI Financial at about $15 billion.
November 25, 2024
Fee-Based Annuity Sales Are Heating Up: FIDx ExecScott Bowers expects recent deals to greatly expand the platform's fee- and commission-based transaction volume.
November 25, 2024
Wall Street’s Crypto ETF Crew Is Ready to Roll"The ETF industry is entering a ‘Wild West’ era under likely new SEC leadership,” said lawyer Aisha Hunt.
November 25, 2024
Wells Fargo Loses Head of Advisor Recruiting to PNCBrendan Krebs will be managing director of PNCI Wealth Advisors.
November 25, 2024
The 6 Questions Advisors Hear Most, and How to Answer ThemYou can't predict the next market crash, but you can reassure clients that they're ready for it.
November 25, 2024
4 Investing Ideas for 2025: Morningstar"It is already clear that investing conditions in 2025 will be very different from 2024," Morningstar's CIO writes.
November 25, 2024
How Advisors Can Use Alts to Boost Portfolios, Gain New ClientsAdvisors see alts as a way to grow their business as access goes mainstream, Blackstone's Joan Solotar says.
November 25, 2024
What Trump’s Treasury Pick Thinks About Taxes, the Markets and MoreScott Bessent, who leads hedge fund Key Square, wants to renew the '17 tax cuts and loosen regulations.