Deal value tops US$5 trillion for first time ever, as deal volume sets new marks as well
The acquisition would give the Chicago-based exchange operator 16.5% market share in Canada
Gofen and Glossberg, LLC offers customized investment, planning services to HNW clients
Deal-making declined in third quarter, but remains strong overall
Brant advisors and their clients will join Riley Investment Services
The firm’s alternative AUM is expected to reach US$200 billion when the transaction closes
iA obtained a majority stake in Forstrong in 2013
The transaction solidifies the firm’s presence in the Dallas, TX region
The Seattle-based RIA is CI's first office in the Pacific Northwest
Lifeco will sell its Colorado-based subsidiaries and commit capital to Sagard