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An Advisor Expands His Business with Merchant’s Help
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Summit Financial Finishes 2024 Strong with Minority Stake in Gordon Asset Management, Representing Over $1.3 Billion in Combined Advisory and Retirement Plan Assets
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Summit Financial Accelerates Rapid-Fire Expansion With $550M Acquisition of Midway Wealth Partners
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Holiday Gifts: What Financial Advisors Give Clients and Why
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Summit Financial Continues to Surge Forward with $420M Asset Acquisition in Three Leading Advisory Firms
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Forget mega-money deals, here’s how smaller RIAs are growing
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When Spouses Retire at Different Times, Tensions Break Out
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Financial sentiment dominated by ‘cautious optimism’ ahead of election, advisors say
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Summit Financial Ranked #34, Forbes Top RIA Firms
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Summit Financial Adds $470M in Assets, Taking Minority Stakes in BFG Wealth and Canon Capital Wealth Management
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