Leadership is built on trust and driven by purpose. Mattis’ insights remind us that great leaders equip their teams to adapt, ...

At this year’s Summit Growth Partners Summit, we had the privilege of hosting Gen. Jim Mattis as our keynote speaker. A retired U.S. Marine Corps four-star general and former U.S. Secretary of Defense ...

The head of Norway’s $1.8 trillion sovereign wealth fund, Nicolai Tangen ... are being adopted in house at Norges Bank Investment Management, Tangen said in an interview Dec. 19.

Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment advisors. Summit will operate as a brand entity within Orion. Financial ...

SAN FRANCISCO, December 19, 2024--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today a ...

On Thursday, Orion unveiled plans to acquire Summit Wealth Systems ... Orion will accelerate our growth and innovation, supporting financial advisors of all sizes and business models with ...

we understand that every client’s financial journey is unique. Through our new Private Wealth Management service, we aim to provide customized, innovative solutions that not only help them grow ...

The largest portion, 53% of respondents, expect asset-based finance will be the largest contributor to private credit expansion over the next five years, based on responses to a poll following ...

New Jersey-based investment advisory firm Summit Financial has expanded its Chicagoland footprint with the acquisition of Midway Wealth Partners. This strategic investment has been made under ...