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.
Cetera Financial Group ("Cetera")*, a leading network of independent broker-dealer firms, and Lincoln Investment Capital Holdings, LLC today announced the completion of the sale of Legend Group Holdings, LLC ("The Legend Group") by Cetera affiliate First Allied Holdings, Inc. to Lincoln Investment Capital Holdings. The transaction was first announced in September 2016. Financial terms were not disclosed.
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