Focused on the Future: How RIA Leaders Can Prepare for Growth, Technology and AI with Stan Gregor

Published on October 7, 2026

Summit Financial's Stan Gregor discusses how the firm’s infrastructure, technology and cybersecurity prepared the firm for long-term growth.

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Build Long-Term Wealth: The 2026 Case for Independence

October 7, 2026
The discipline of running a succession-ready firm makes every aspect of a business stronger, not just the eventual transaction. Advisors who operate this way attract better talent, serve clients more consistently, and create businesses that hold their value regardless of market conditions.

Behind the Shift Within the FOMC

October 7, 2026
Market participants have been conditioned to expect clear Forward Guidance from Fed Chairs and Ben Bernanke, Janet Yellen, and Jay Powell provided it continuously, especially after the Financial Crisis. Chairman Warsh has made it clear that Forward Guidance will be less under his leadership, but he has offered a very important qualifier that many have yet to grasp.