As many advisors continued to break away from wirehouses, in January, we featured an editorial by Ed Friedman, Director of Business Development and Growth at Summit Financial, exploring Wirehouse Liberation: The Economics Of Independence For Advisors.
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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