Summit Financial Adds Eight AI-Driven Tools to Adviser Platform
The artificial intelligence-powered tools focus on adviser workflows, including lead generation, digital marketing automation and merger and acquisition analytics.
Tag: Summit Financial
Advisory M&A News – 6/17/24
Summit Financial adds SRM Private Wealth; Cetera Financial Group welcomes North Ridge Wealth Planning; Adam Udy Group opens office in...
Advisory M&A
Hub International acquires Red Rock Financial; Hightower makes Strategic Investment in Ten Capital Wealth Advisors; Wealth Enhancement Group adds Heacock...