Debt underwriting generates record fees in first half
Global insurance brokerage acquires Ivari's life insurance product managing general agent business
Financial terms of the sale were not disclosed
The U.S. investment manager combines digital and in-person advice
Firm restructures deal that ran into regulatory snags and Covid-19 effects
The firm has now acquired an interest in four RIAs with total assets of US$6.6 billion
The new “hybrid” platform will offer DIY investing, wealth management and financial planning services
The new division will be named Raymond James Trust (Canada)
The transaction is part of CI’s plan to grow its presence in the U.S. RIA market
Deal values ESG firm at €170 million