The U.S. wealth business is still the sweet spot for CI Financial, growing earnings by nearly half as the firm continues integrating its acquired RIAs under the new Corient brand.
Marc Horner discusses how his leap to independence allowed him to think and act more creatively, connect with clients and prospects on a new level, and ultimately grow his business in ways he could not in the wirehouse world.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as EmailAddress
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.
