FEBRUARY 22, 2022

CI Financial Acquires $5 Billion Newport Beach Firm

Patrick Donachie

CI’s deal with Corient Capital Partners comes as the Canadian firm released its 2021 Q4 earnings report, boasting significant gains through eight RIA acquisitions.

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Podcast

Celebrity Estates: Jay Leno and Planning for Classic Car Collections

David Lenok

Many clients have a passion for classic cars, but few know how to properly manage these valuable investments.

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SPONSORED CONTENT

The Breakaway Guide to Independence

Sponsored by Commonwealth Financial Network

So you’ve decided to break away from the wirehouse – now what?

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High Net Worth

Ten Ways to Talk About Family Wealth

Amy Castoro

Strengthen client families' communication skills to manage conflict, coordinate action more effectively and minimize unproductive patterns.

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