Canadian-based CI Financial, which has acquired a total 21 RIAs in the U.S., expects to open the new office in 2023, which will initially house core C-suite executives and personnel.
Felix Gorovodsky will serve nearly three years in prison for defrauding an elderly woman and using her funds to pay personal expenses, including more than $100,000 in student loans.
This webinar on Thursday, Sept. 16th at 3pm ET / 12pm PT, will provide an overview of the current muni landscape and suggested ideas to help advisors and their clients maintain their tax-exempt income stream.
We’ve committed dedicated resources and are invested in helping RIAs integrate risk management solutions as a part of a comprehensive wealth management practice.
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