CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has agreed to purchase Radnor Financial Advisors, an independent, fee-only wealth management firm with approximately $2.6 billion in client assets that serves primarily high-net-worth families in the Greater Philadelphia region. This and one other recently announced transaction are [...] The post CI Financial Enters Pennsylvania with $2.6 Billion RIA Acquisition appeared first on The DI Wire.
Radnor Financial Advisors is a Pennsylvania-based wealth management firm that offers financial planning, tax preparation and related services to high-net-worth families.