Barrett: CI Financial snaps up New York-based RIA | News Break

CI Financial has announced an agreement to acquire Barrett Asset Management, LLC, a New York-based registered investment advisor (RIA) that manages more than US$2.5 billion in assets for high-net-worth and ultra-high-net-worth clients. The deal, once completed, gives CI Financial approximately US$50 billion in U.S. AUM. Barrett, established in 1937, offers...