As Summit Financial welcomes Ed Friedman, RIA Biz highlights where he’s been, but more importantly, where he plans to go. Friedman embraces challenge and change as he reflects on the current COVID-19 crisis, stating Summit’s “turnkey” nature will allow the RIA...

We are pleased to announce we’ve hired industry vet Ed Friedman to spearhead business development and growth. Read more about Ed’s background and what he’s bringing to the Summit team in this Citywire...

Some financial advisory firms are finding their commitment to virtual practices even more validated in the current coronavirus quarantine; for other teams, the value of a physical location is becoming more apparent by the day. For many wealth management professionals,...

It’s important to protect against cyberthreats during tax-filing season. Our own Steve Pfundstein offered tips to Financial Advisor Magazine for how to spot phishing scams. Steve says: “If an email or call seems suspicious or out of the norm, take a moment to assess...

Stan Gregor is the CEO of Summit Financial, LLC., in Parsippany, N.J., with over 30 years of experience helping clients achieve their financial goals. Under his leadership, the firm has implemented SummitVantage - an innovative technology solution for financial...

COMMISSION FEES CAN take a large bite out of investment returns when buying and selling individual stocks, funds and other investment products. Traditionally, these fees ranged from $1 to as much as $50. Fortunately, more online brokerages are moving toward a free...

We look back at some of the most significant RIA mergers, acquisitions and breakaways of the last year.

From changing brackets and penalties to increased estate-tax thresholds, next year will see tax changes for wealthy clients. Several federal scenarios could impact wealthy individuals both positively and negatively, according to Stan Gregor, CEO of Summit Financial in...

The $3.3 billion RIA has made three key hires to bolster SummitVantage, a new platform offering advisors access to a number of integrated technologies. Summit Financial has made three senior hires to help build out its advisor technology portal and make it available...