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...