WPCG And HGGC Invest In True North. Cetera Invests In Wilde Wealth. Carson Group Brings On 31 Firms In 2023. Summit, Stifel And LPL Announce Recruitments. Prospera Launches Family Office Services. Stratos Hires Chief Market Strategist. And Miracle Mile CEO Bruce Milam Is Our Newest Recruiter Of The Month.
Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...
Read More
Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.
Read More
