Retirement Plan Fees: A Primer
When you sponsor a retirement plan, you take on the legal responsibility as a fiduciary. Being a fiduciary carries with…
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A dedication to education is a Beacon Pointe hallmark. Here you’ll find informative articles on a wide variety of topics including macroeconomics and the markets, investing, financial planning and much, much more.
Where ERISA Litigation is Headed and How to Protect Your Plan
While the first litigation based on retirement plan fees appeared in 2006, it has exploded since 2015.[1] Multi-million-dollar court cases…
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Does Your Advisor Use the Right Standard? Fiduciary vs. Suitability
Key Takeaways: Fiduciary and Suitability Standards When it comes to investment advice, there are two main standards. Everyone who calls…
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Sip, Swirl and Savor: The Key to Wellness
Thursday, April 26th was the annual Client Appreciation Event for the BPWA Newport Beach office. The event took place at…
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How a Retirement Plan Advisor Can Help You Beyond Investments
Previously we discussed the invaluable service that a retirement plan advisor can provide in helping to select and monitor plan…
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Smashing the Glass Ceiling of Finance: 11th Annual Power of Women Luncheon
Beacon Pointe recently sponsored the 11th Annual Power of Women Luncheon: Put Your Money Where Your Meaning Is! Smashing the Glass…
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Beacon Pointe Arizona Team Kicks Off WAI Casual Friday Financial Lunches
Beginning the 2018 new year off right, the Beacon Pointe Arizona Office jump-started their Women’s Advisory Institute (WAI, pronounced “WAY”)…
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Beacon Pointe Northern California Office Crosses $500M AUM Milestone
Our Beacon Pointe northern California office and team office joined Beacon Pointe as the second partner office in 2011 with…
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Beacon Pointe Semi-Annual Leadership Forum Spring 2018
Beacon Pointe kicked off 2018 with its semi-annual Leadership Forum in Dallas, Texas. Department-heads and equity partners from around the…
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