Stan Gregor News Today

/PRNewswire/ -- Summit Financial ("Summit"), a leading architect of advisor success and client satisfaction for over four decades, announced that Joseph Spada,...

The $300 million multi-family office with an all-female staff joins Summit's equity partnership platform.

Under its minority investment model, Summit will provide cash, equity and exclusive privileges to Prostatis Financial Advisors Group.

Based on the recent job numbers, the Great Resignation appears to be over, but what does that mean for staffing advisory firm's back offices?

Daniel Murphy has left Wells Fargo to establish Great Lakes Private Wealth with capital, resources and technology support from Summit.

/PRNewswire/ -- One of the preeminent independent financial planning and wealth management firms in the Northeast, Summit Financial announced that Joseph...

The bank is moving away from direct wealth management services in order to tap into an unmet need for many independent financial advisors, its CEO said.

Summit Financial appointed Kevin Barry as its new chief investment officer, the Parsippany-based investment adviser announced Sept. 20.

/PRNewswire/ -- One of the preeminent privately owned financial planning and wealth management firms in the Northeast, Summit Financial announced that Joseph...

Fieldpoint Private will offer private banking services to Summit Financial’s advisors, but it will give up its plan to fold into the Merchant-backed firm.