Record number of advisors qualify and attend Summit’s Retreat to the Atlantis Resort in The Bahamas
In their latest co-signed byline published by InvestmentNews, Robert Moore and Adam Antoniades discuss advisor compensation models and the overall client-centric experience
In his latest byline published by Financial Advisor Magazine, Rich Whitworth discusses ways that advisors can build enduring value in their practices.
The number of elite advisors calling the boutique broker-dealer home continues to grow.
Summit Advisor, Justin Goodbread, CFP®, CEO of Heritage Investors, accepted into Forbes Finance Council
Summit is pleased to announce that one of its advisors, Justin Goodbread, CFP®, CEO of Heritage Investors and Editor in Chief for Financiallysimple.com, has been accepted into the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms.