AI and data are reshaping how work gets done. Many business leaders are experimenting, piloting tools, or automating fragments of their business with AI. That activity creates the feeling of progress. But in most companies, AI still lives on the surface, layered onto legacy processes rather than integrated into how value is created.
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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