With a rapidly changing operating environment, accelerating investment product evolution, distribution re-engineering and technological transformation happening across the asset management industry, ...

Summit Financial, a preeminent investment advisory firm offering integrated wealth management and planning services, in collaboration with Merchant, announced the addition of Signet Financial ...

The Solarplaza Summit Asset Management North America conference returns to San Diego from April 1 to April 2, 2026. The expanded event will cover how asset owners can maximize performance, integrate ...

Just when it looked done with deals for 2024, Summit Financial made another move in the Southeast – and it's a doozy. On Wednesday, Summit announced a minority investment in Gordon Asset Management, a ...

Two East Coast RIAs have forged new strategic partnerships to drive their growth through inorganic expansions. On Friday, Summit Financial announced has taken a stake in Genex Consulting, a $700 ...

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that ...

Summit Financial, a Parsippany, N.J.–based registered investment advisor, and its backer Merchant Investment Management, have taken a significant stake in the wealth management arm of Meeder ...