The investment manager, who will advise on investments and financial products for Truth.fi, has a prior relationship with ...

The Zelin Group and its five advisors made the move after the lead partner, Jonathan Zelin, had been with Merrill for more ...

Two advocacy groups and a number of broker/dealers formed a coalition seeking Congress to expand the Section 199A ...

A Summit spokesperson said the firm has a robust pipeline of signed transactions through the second quarter of 2025, and they expect this year’s activity to be as strong if not stronger than 2024.