Clients remain positive but anxious before the election, according to an informal InvestmentNews wealth manager survey.
Clients remain positive but anxious before the election, according to an informal InvestmentNews wealth manager survey.
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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