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News, Comment & Analysis results for Summit Investment Advisory Services

M and A
February 10, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Merchant, Fusion

The latest corporate transactions, mergers and partnerships in the North American wealth management

Strategy
February 7, 2022

Merchant Adds Another Partnership To Tally

Merchant has inked a number of partnerships in recent weeks and months. It is a minority investor

Comment & Analysis results for Summit Investment Advisory Services

Award Winners

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Deals Of The Day: The Latest In Wealth Management M&A – Savant, Exencial, Heller, EP Wealth, Others

Carlyle Acquires Majority Stake In MAI Capital Management

Who's Moving Where In Wealth Management? – Janney Montgomery Scott, UBS, Lincoln

Digital Digest: The Latest Tech News – Carson Group

IRS Figures Show How States' Tax Rates Spur Migration

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Equity for Advisors “No Longer Optional” If RIA Sellers Want Premium Valuation – Report

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