ALEXANDRIA, Va., Oct. 2, 2023 /PRNewswire/ -- Burke & Herbert Financial Services Corp. ("Burke & Herbert") (NASDAQ: BHRB) and Summit Financial Group, Inc. (SMMF) today announced the submission of ...
PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial Holdings (“Summit”), a leading architect of advisor success and client satisfaction for over four decades, today announced the launch of Kyros ...
ALEXANDRIA, Va. and MOOREFIELD, W.Va., April 19, 2024 /PRNewswire/ -- Burke & Herbert Financial Services Corp. ("Burke & Herbert") (Nasdaq: BHRB) and Summit Financial ...
SAN RAMON, Calif.--(BUSINESS WIRE)--Tiffany Taylor, a dynamic sales leader with over 20 years of experience leading business growth and development, has joined Summit Financial Group, LLC as the ...
Summit Financial (“Summit”), a preeminent investment advisory firm empowering financial advisors to optimize business growth and deliver sophisticated family office services, announced an investment ...
Summit Financial, the $20 billion New Jersey-based RIA backed by Merchant Investment Management, has added four new advisory teams. The four groups span the country and collectively total $1.2 billion ...
National wealth management firm advances 15 spots based on its growth, technology, and quality of services offered to clients Summit Financial, a national wealth management firm empowering advisors to ...
Summit Financial, a Parsippany, N.J.-based registered investment advisor backed by Merchant Investment Management, announced that advisors from BFG Wealth and Canon Capital Wealth Management joined ...
A team of four female wealth management professionals are taking the next step of their business journey by joining Summit Financial’s partnership program Summit Growth Partners. Oracle Private Wealth ...
NEW YORK, June 11, 2014 /PRNewswire/ -- RCS Capital Corporation ("RCAP") (NYSE: RCAP), announced today that it has closed its previously announced acquisition of Summit Financial Services Group, Inc. ...
Summit Financial has expanded its presence in two states as the firm welcomes two new firms to its platform. On Tuesday, it announced it has made minority investments in two independent advisory firms ...
The capital infusion will support expansion of the company’s platform and offerings through product innovation and strategic acquisitions In conjunction with the investment, Earned has acquired Thomas ...