Assante Wealth Management

Richardson Wealth names new director of operations

Jan Sampson joins as the firm seeks to accelerate its digital transformation agenda and growth initiatives

NEO poised ‘to have an even bigger impact on the industry’

Proud CEO Jos Schmitt reflects on his career so far after receiving lifetime achievement honour at the 2021 WP Awards

We are humbled and grateful, says WP award winner

After a hugely successful day two of the WP Awards, we wrap up the remaining 11 winners, including advisor of the year and lifetime achievement

WP Awards, day two: winners revealed

After more lively virtual panel discussions with our finalists, the remaining 11 award winners were announced, including advisor of the year

5-Star Advisors and Top Teams 2021

After surveying more than 1,700 advisors and wealth professionals, we salute the standout individuals and 15 firms that have excelled

Harbourfront announces president and director

New executive will work to grow firm while focused on overall P&L and pursuing cutting-edge tech platforms

Talking about the wealthtech revolution

Appway's Head of North America speaks out on seismic digital shift, CFR, and other trends driving tech investment

CI Financial announces successful Q3

Asset and wealth management giant reports all-time high AUM levels following 'incredible progress' on strategic priorities

CI completes acquisition of a majority stake in Aligned Capital

Firm takes total assets to $204 billion, with approximately 1,100 advisory teams in Canada alone

How COVID-19 has been a wakeup call for wealth planning

Top advisor on the importance of risk assessments and how financial housekeeping can avert self-sabotaging responses