Derrick Gilesten Blog

I am a register financial advisor and also a stock market expert, working as the head of technical analysis department of one of the well-known stock brokers around the country. Growing up, I have known the importance of financial education as the foundation of a person's financial success. This is the reason why I am willing to share my expertise to educate people, especially into investing to stock market. I have been very successful in doing it, I know I can make others successful as well.

Thursday, November 12, 2020

CI Financial To Acquire $2.7B N.Y. RIA Roosevelt Investments

CI Financial Corp., a Toronto, Canada-based investment firm, has agreed to acquire 100% of Roosevelt Investments, a New York City-based registered investment advisor (RIA) managing approximately $2.7 billion in client assets. This acquisition marks CI’s 12th RIA transaction since February 2020, continuing its rapid expansion in the U.S. wealth management industry, the companies recently announced in a news release.

from FA News https://www.fa-mag.com/news/ci-financial-agrees-to-acquire--2-7b-n-y--ria-roosevelt-investment-58950.html

Derrick Gilesten Blog

Thursday, November 12, 2020

CI Financial To Acquire $2.7B N.Y. RIA Roosevelt Investments

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