Team of seven advisors is led by a 36-year industry veteran.
The firm has partnered with digital estate planning provider Vanilla.
Investors have increased confidence in rate cuts, soft landing for the US economy.
The two firms' capabilities aim to provide a differentiated offering.
Strong activity in the third quarter of 2023 continued into the fourth quarter.
Firm announces new comprehensive addition to its wealth management platform.
Explaining how tech is protecting them is key to winning people over.
Financial advisor trio previously managed $420M at Merrill Lynch.
The Maryland-based firm will become an affiliate partner of Summit.
Report reveals texting and messaging apps common at RIAs and broker-dealers.
