The firm’s executives said they are pressing forward on the path toward becoming a national RIA, lowering platform fees, bringing commission trails in-house, expanding capital options for the affiliated businesses, and bulking up its suite of services designed for fee-based advisors.
The upcoming offering will allow CI to split its Canadian and U.S. businesses and help pay down $3 billion in debt. Ultimately, however, the markets will determine the IPO date, the firm says.
Robertson Stephens', CEO Raj Bhattacharyya, discusses the latest trends in the M&A market and how an increase in deals within the past year might impact the future needs and wants of buyers.
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