This collaboration highlights the strength of the Summit-Merchant partnership as they take a stake in Genex, a $700 million wealth management firm. As Summit approaches $20 billion in assets under ...

A New Jersey-based investment advisory firm has taken a minority stake in a $700 million, St. Louis-based wealth management ...

RIA giant Summit is closing in on a $20 billion asset milestone, while the New York-based WA looks to extend its Eastern US ...

A Summit spokesperson said the firm has a robust pipeline of signed transactions through the second quarter of 2025, and they expect this year’s activity to be as strong if not stronger than 2024.

SG Americas Securities LLC lessened its stake in Summit Therapeutics Inc. (NASDAQ:SMMT – Free Report) by 59.8% during the ...

Noah Holdings Limited's ("Noah" or "the Company") (NYSE: NOAH, HKEX: 6686) newly launched global wealth management platform ...