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Company: Assante Wealth Management

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vintage microphones

Across big banks and independent firms, many shifts are occurring

Business people shaking hands

The deal is the first direct equity investment in a regional or local operation for Assante

mature businessman thinking at desk in office

Industry weighs in on proposed changes announced in July

Worried couple looking at stock market ticker

This is the first decline in customer satisfaction since 2008, J.D. Powers reports

  • By: IE Staff
  • April 15, 2019 October 31, 2019
  • 13:34
stock exchange graph

Management fees have been reduced by an average of 25%

  • By: IE Staff
  • April 8, 2019 October 17, 2019
  • 16:50
Financial protection for the future, nest egg, retirement savings

The charitable giving program allows clients to incorporate philanthropic giving into their overall wealth plan

  • By: IE Staff
  • June 18, 2018 October 31, 2019
  • 16:15
Growth red graph over golden coins stacks over white

Three funds for HNW clients

  • By: IE Staff
  • March 19, 2018 October 17, 2019
  • 13:00
IIROC reaches settlement with three former All Group reps

Two Assante dealers to pay regulator and reimburse clients for alleged overcharging

BMO GAM’s Ross Kappele elected IFIC chairman

An internal review discovered certain clients were not advised they qualified for lower-fee versions of certain mutual funds

Five Nova Scotia advisors moving from Beacon Securities

  • By: IE Staff
  • August 10, 2015 August 10, 2015
  • 14:25