For ultra-high-net-worth individuals, one of the most pressing concerns isn’t just how to grow wealth. There are also ...

OAKS, PA — Summit Wealth Group, a rapidly expanding enterprise advisor practice, has announced its pivot to a registered investment advisor (RIA) model through a new partnership with SEI® (NASDAQ: ...

The best wealth managers in the next decade won’t be those who rely on gut instinct, but rather the ones who utilize AI to ...

Summit Wealth Group, a rapidly growing independent wealth management firm, is redefining financial planning with its ...

Meanwhile, AdvisorEngine has announced new partnerships for AI notetaking, client data access, and streamlined workflows.

Commenting on the next chapter in Summit Wealth Group's 25-year journey ... and top-notch service provide the operational efficiency we need to achieve our growth aspirations, but their ...

Ashley Velategui has been with the firm for nearly two decades, including more than a dozen years at the ultra-high-net-worth ...

The Oasis Group conducted a comprehensive evaluation of AI Note Takers in the wealth management space ... taking applications to enhance advisor efficiency, improve client interactions, and ...