Firm also takes a minority stake in alternative asset manager
Punter Southall Wealth Limited has roughly $8.5 billion in client assets
Outlook neutral, even as competitive, environmental challenges loom
Deal for RegentAtlantic pushes CI past US$100B in U.S. assets
Sector faces competitive and regulatory headwinds, even as recovery solidifies, Fitch says
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