Wealth and Asset Management
CI Financial to Acquire Majority Interest in RGT Wealth Advisors
CI Financial Corp. and RGT Wealth Advisors have announced an agreement under which CI will acquire majority ownership of RGT, a Dallas-based registered investment advisor with approximately US$4.7 billion in wealth assets1, for consideration to consist of cash and shares of CI. The agreement represents CI’s 10th direct U.S. wealth…
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