“The PCI Client Innovation Summit brings together the best minds in the industry to explore new opportunities, solve challenges, and define the future of business communications. As we meet our ...

DALLAS, Aug. 22, 2023 (GLOBE NEWSWIRE) -- Avantax ®, a leader in tax-focused financial planning and wealth management, has acquired Summit Wealth Advocates (Summit), a Minnesota-based wealth ...

Summit Financial has made strategic investments in four advisory firms that collectively manage more than $1.2 billion in client assets. Parsippany, N.J.-based Summit made the deals in collaboration ...

The policy behind the attorney-client privilege is to promote candid and open communication by clients to their attorneys without fear of disclosure. The attorney-client privilege only applies if the ...

Summit Wealth Group, a rapidly growing independent wealth management firm, is redefining financial planning with its innovative “planning-first” approach. Initial conversations with clients begin with ...

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

We invite you to join our Client Engagement Summit on Thursday, October 30, 2025. This virtual CLE summit is exclusively for in-house attorneys and staff to engage on our collective commitment to ...

Postal Center International (PCI), an industry leader in mail, print, and creative marketing solutions, successfully wrapped up March hosting its highly anticipated 2025 PCI Client Innovation Summit, ...