Assante Wealth Management

Client onboarding for wealth: Lessons learned from Appway customers

Customers share case studies on using Appway’s Client Onboarding for Wealth Solution

The IIAC announces upcoming appointment of Tim Currie

His extensive experience and knowledge will be invaluable in his new position

Most dealers are installing CFR software – but a few will 'wait and see'

With the CSA year-end deadline looming, a few holdouts are still waiting to see what the regulators will do

Stunned by CI Financial's aggressive growth? CEO says it's just the 'first inning'

CI's 'no-compromise' model is attracting top US firms even as it's deepening its inroads in Canada

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