Reed Colley, chief executive officer and co-founder of Summit Wealth, discusses how advanced technology and improved platforms can better serve advisors and clients.
The firm’s executives said they are pressing forward on the path toward becoming a national RIA, lowering platform fees, bringing commission trails in-house, expanding capital options for the affiliated businesses, and bulking up its suite of services designed for fee-based advisors.
A former Morgan Stanley Private Wealth advisor and team launched the multifamily office and investment firm based in Radnor, Pa., with locations in New York City and Boston, backed by Dynasty Financial Partners.
The insurance and investment behemoth invests on both the debt and equity sides of commercial real estate. Here’s how they are adjusting their current allocations.
This webinar on December 2nd will provide an overview the Life Modes concept and demonstrate how data aggregation plus portfolio insights can be used by advisors for personalized advice and planning.
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