Wealth and Asset Management
CI Financial to Acquires Wealth Advisory Firm with US$5.1 Billion in Assets
CI Financial Corp. and Dowling & Yahnke, LLC has announced an agreement under which CI will acquire the San Diego-based registered investment advisor firm with US$5.1 billion in assets. D&Y, which does business as Dowling & Yahnke Wealth Advisors, was founded in 1991 and serves over 1,300 clients, primarily individuals,…
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