Summit Stakes Three RIAs With $420M in Assets

Published on November 25, 2024

The deals with Southeast Financial Group, Radiance Private Wealth and Silvertree Retirement Planning are part of the Summit Growth Partners initiative and bring it to 16 strategic investments this year.

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Strategic Giving: How Direct Indexing Could Enhance Charitable Contributions

November 25, 2024
Generosity knows no season. But as the year-end holidays approach, many of your clients may be thinking about making a charitable donation or increasing their charitable giving.

Discovering Income and Value in Energy Cyclicals

November 25, 2024
Today’s video is another in the continuing series of videos where we are looking for value in each of the 10 major sectors as reported by Standard & Poor’s.