Midway through 2025, Wealth Management’s Midyear Outlook features strategic industry voices including our own Co-Chief Investment Officer, Noreen Brown. Noreen shares why clients realize better outcomes, fewer inefficiencies, and greater long-term growth when working with a single, cohesive in-house team.
Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...
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Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.
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