Our industry loves its buzzwords, and the term “financial quarterback” is a well-worn staple of advisor marketing campaigns. But if your business prides itself on coordinated, team-based wealth management, the next few weeks of tax change uncertainty are your chance to back up your advertising with action.
A five-person team has left Wells Fargo Advisors to launch their own independent practice with Summit Financial, a Parsippany, N.J.–based...
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We’re pleased to welcome Great Lakes Private Wealth to the Summit Financial family! Based in Farmington Hills, MI, and led...
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Our CEO Stan Gregor had the opportunity to speak with Tony Sirianni on the AdvisorHub podcast. Stan shared the uniqueness...
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