Veteran dealmaker Stan Gregor outlines best practices for advisors eager to unlock growth, maintain independence, and avoid costly mistakes
Veteran dealmaker Stan Gregor outlines best practices for advisors eager to unlock growth, maintain independence, and avoid costly mistakes
Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...
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Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.
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