Beacon Pointe’s Retirement Plan Services Group has been named to the 2021 edition of the National Association of Plan Advisors (NAPA) list of the nation’s leading defined contribution (DC) advisor teams…
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Today, with over $24 billion in AUM and 160+ wealth advisors serving more than 10,000 clients nationally, Beacon Pointe is proud and…
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.
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.
Beacon Pointe Advisors today announced that it completed five new RIA acquisitions and officially closed a previously announced…
Beacon Pointe Advisors announces its latest partnership with Pacific Edge Advisors, located in the Corona Del Mar neighborhood…
David Le, Beacon Pointe’s Chief Technology Officer was recently named CTO of the Year by WealthManagement.com (the “Wealthies”). David was…
Beacon Pointe announced that it has been named a winner across several categories for ThinkAdvisor Magazine’s inaugural Luminaries awards.
– Beacon Pointe, LLC, parent company to Beacon Pointe Advisors, LLC, and KKR, a leading global investment firm…
