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Summit Growth Partners will be a sort of velvet rope model, providing advisors with access to Summit’s services at a discount and upfront capital in exchange for a minority equity stake.
Morgan Stanley’s wealth management client assets were nearly $4 trillion at the end of the fourth quarter 2020, up 48% year over year, according to an earnings report.
The pardon of David Tamman was one of more than 140 pardons and commutations the outgoing president announced shortly before the end of his tenure and Joe Biden's inauguration.
Advisors Michael Brown and Brian Flynn have left Magnus and teamed up with practice management coach Penny Phillips to create Journey Strategic Wealth, a new spin on the aggregator model.