In The Community

International Women Day Graphic

Beacon Pointe recognizes International Women’s Day!

Did you know that studies have shown a diverse management team correlates with higher profitability? One study showed that executive teams that were highly gender-diverse were 21% more likely to outperform on profitability. In addition, companies that are in the top quartile for gender diversity on executive boards are 27% more likely to have superior value creation. Finally, gender diversity is also key to boosting workplace performance.

North Carolina Team Photo

Beacon Pointe Continues North Carolina Expansion

Beacon Pointe Advisors (“Beacon Pointe”) announced its latest partnership with Altavista Wealth Management (“Altavista”) with offices based in Asheville and Charlotte, North Carolina. With over $700M in assets under management, Altavista is Beacon Pointe’s third partnership in the Carolinas in the past 14-months. The Altavista team is led by Dan Akers and Kyle Boyd who will both become Partners and Managing Directors at Beacon Pointe.
Beacon Pointe Finishes Strong in 2021

Beacon Pointe Advisors Finishes Strong in 2021

Beacon Pointe Advisors (“Beacon Pointe”) today announced that it completed five new RIA acquisitions and officially closed a previously announced investment from KKR at the end of 2021. With the addition of these new partnerships, Beacon Pointe closed out 2021 with a total of 14 acquisitions amounting to more than $7 billion in assets under management, up from four deals completed in 2020 for roughly $2 billion AUM.