News, Comment & Analysis results for Summit Financial

People Moves
June 13, 2024

US Wealth House Launches Independent Californian Firm

The model enables the firm to operate as a standalone business, tapping into Summit's

M and A
May 16, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Summit Financial Holdings

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
April 11, 2024

Summary Of North American M&A For January, February And March 2024

A summary of M&A moves in the first three months of 2024. Prominent names in the mix included MAI,

Uncategorised
February 6, 2024

Deals Of The Day: The Latest In Wealth Management M&A: Summit

The latest moves and appointments in wealth management in the Americas.

M and A
January 18, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Private Advisor Group, Drake, Summit, Others

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
January 8, 2024

Summary Of North American M&A For September, October, November and December 2023

A summary of M&A moves in the four months to the end of December last year. Familiar names such as

M and A
December 11, 2023

Deals Of The Day: The Latest In Wealth Management M&A – Summit, Prostatis

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

People Moves
October 23, 2023

Summary Of Senior Moves In North America's Wealth Sector – August 2023

While not an intense month for appointments given the vacation season, a number of prominent

People Moves
August 30, 2023

Who's Moving Where In Wealth Management? – Raymond James

The latest moves and appointments in wealth management in the Americas.

Strategy
February 8, 2023

What Does PE Buyout Of Focus Financial Mean For RIAs?

This news service delves into the details around the recently-reported private equity bid for

Comment & Analysis results for Summit Financial