Focus Financial Partners co-founder Rajini Kodialam and Summit Financial chief revenue officer Ed Friedman spoke about the impact of M&A on RIA CIOs, portfolio managers and other investment staff.

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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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