USA in the news: CI Financial buys San Diego consulting firm

USA in the news: CI Financial buys San Diego consulting firm

Focus Financial Partners The financial terms were not disclosed. The partnership of wealth management firms has agreed to acquire Integer Wealth Advisors Group for an undisclosed sum.

The transaction is expected to increase CI’s total US assets to $63bn (£44.5bn, €52bn). D&Y, which does business as Dowling & Yahnke Wealth Advisors, was founded in 1991 and serves over 1,300 clients, primarily individuals, families, and non-profit organizations.

This deal represents CI’s 18th RIA acquisition. The Canadian financial services firm will acquire San Diego-based registered investment adviser (RIA) firm Dowling & Yahnke.

Wells Fargo Evelyn Varner has been named as head of advice enablement for wealth and investment management. People moves

Founded in 2005 by Tom Foglia and Sam Paglioni, Integer is an integrated wealth management firm headquartered in the greater Philadelphia, Pennsylvania area with an additional presence in the greater Atlanta, Georgia area. The firm will join Focus partner firm JFS Wealth Advisors, subject to customary closing conditions.

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