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Keyword: Mergers and acquisitions

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Debt underwriting generates record fees in first half

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Global insurance brokerage acquires Ivari's life insurance product managing general agent business

  • By: IE Staff
  • July 2, 2020 July 2, 2020
  • 11:00
Bank of Nova Scotia main branch in Calgary, Alberta

Financial terms of the sale were not disclosed

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The U.S. investment manager combines digital and in-person advice

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Firm restructures deal that ran into regulatory snags and Covid-19 effects

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The firm has now acquired an interest in four RIAs with total assets of US$6.6 billion

  • By: IE Staff
  • May 26, 2020 May 26, 2020
  • 12:56
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The new “hybrid” platform will offer DIY investing, wealth management and financial planning services

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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

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Deal values ESG firm at €170 million