Mario Mota

The second quarter of 2026 marked a clear shift from the geopolitical volatility that defined the opening months of the year. Following the U.S. capture of Nicolás Maduro in early January and the subsequent realignment of Venezuelan energy interests under Delcy Rodríguez, American companies including Chevron and Shell advanced meaningful investment and production agreements. Venezuelan oil output and exports rose steadily through the spring, contributing to increased global supply...

Recently CI Assante started sending emails from the noreply@assante.com providing instructions for the new portal registrations. CI Financial’s objective is to create a modernized industry-leading trading platform which will enhance data security for client online access. It is important to note that registration in the new system will generate new account numbers. CI Assante will transfer all data including current automatic withdrawals and deposits from accounts. Clients will receive a...

“When considering the future of my practice, my priority was finding a team that shared my values, understood the importance of strong client relationships and had the expertise to serve clients well into the future. I am confident The Steele Group is that team.” — Arnie Mohr Arnie Mohr has chosen to partner with The Steele Group of Assante Wealth Management to help ensure his clients continue to receive thoughtful, comprehensive advice for years to come. The transition brings together the...