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RECENT INSIGHTS

August 4, 2026
Summit Adds Merrill, LPL Brokers With $520M Combined

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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August 4, 2026
Summit Financial Adds $520M in Assets Through Partnerships With Kamal Capital Group and M Group Investment Advisor

Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.

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July 21, 2026
16 ways to handle conflict inside leadership teams

What to do when the people making decisions don’t agree.

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