Wealth and Asset Management
CI Financial to Acquire Former Eaton Vance Investment Counsel Division, Expanding U.S. Wealth Management Strategy
CI Financial Corp. has announced an agreement under which CI will acquire certain assets of Eaton Vance WaterOak Advisors, formerly Eaton Vance Investment Counsel of Boston. Prior to its acquisition by Morgan Stanley in 2021, EVIC served as the dedicated wealth management affiliate of Eaton Vance Corp. The firm, which…
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