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.

The proposals making their way through Congress depend on agreements with the Democrats, who hold knife-edge majorities in both houses. Lawmakers have kicked the can for months, but may feel rising pressure from their constituents to get a win on the board before the midterm elections occupy their attention.

RECENT INSIGHTS

May 3, 2023

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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May 2, 2023

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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March 28, 2023

Our CEO Stan Gregor had the opportunity to speak with Tony Sirianni on the AdvisorHub podcast.  Stan shared the uniqueness...

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