News, Comment & Analysis results for Summit Financial

People Moves
January 20, 2025

Summary Of Executive Moves In North American Wealth Management – December 2024

The latest moves, appointments and personnel changes in the North American wealth management

People Moves
January 6, 2025

Summary Of North American Wealth Management Executive Moves – November 2024

With appointments at firms such as RBC Wealth Management and Key Family Wealth, November turned out

M and A
December 24, 2024

Summary Of North American Wealth Management M&A From July To End-2024

A summary of mergers and acquisitions in the North America wealth sector during July, August,

People Moves
December 12, 2024

Who's Moving Where In Wealth Management? – RBC Wealth Management, Cetera, Others

The latest moves, appointments and personnel changes in the North American wealth management

People Moves
November 19, 2024

Newly-Launched Elevation Point Adds To Team

The US wealth management business – launched as recently as late June – continues to build out

People Moves
October 15, 2024

Summary Of North American Senior Wealth Management Moves – July 2024

The latest moves in the North American wealth sector across the month of July.

M and A
October 10, 2024

Cetera Continues Acquisitions

The move continues a run of acquisitions and arrivals to Cetera.

People Moves
September 26, 2024

Summary Of Moves In North American Wealth Management – June 2024

June was a brisk month for moves, appointments and personnel adjustments in North American wealth

M and A
September 24, 2024

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

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

People Moves
September 19, 2024

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

The latest moves, appointments, personnel changes and other adjustments in North American wealth

Comment & Analysis results for Summit Financial