Summit makes minority investment in Gordon Asset Management
Wealth Management & Private Banking
Orion enters deal to buy wealthtech Summit Wealth Systems
Summit CEO Reed Colley will join Orion as president of Orion Advisor Technology.
Captrust Financial Advisors expands with two RIA acquisitions
HSBC names new interim CEO for Swiss Private Bank
Merit Financial Advisors acquires Oregon’s Roth Asset Management
Lombard Odier appoints new regional head for Asia, Private Clients
BNP Paribas appointed Insignia Financial’s custodian in Australia
