BPWA expands team in Arizona – Brian Coughlan, MBA, Landen Lunsway, CFP®, Chris Palermo, CFA, CFP® and Andrew Reinhardt, CFP® officially joined the BPWA Arizona team as Partners and Managing Directors…
aRIA, as a group, is convinced that strategic planning will become more important than ever. If you get anything out of this report, we hope your business will be spurred into action to take a fresh look at where you are now and where you want to go.
Are advisors doing clients a disservice when they prepare to hand over the reins? How does the “duty of loyalty” play into your succession plan?
Welcome Announcement: Stephanie Rumold joins Beacon Pointe Wealth Advisors (San Jose, CA), leaving her position at…
100M Assets Under Management SoCal addition joins an RIA with a CPA firm affiliate, to the BPWA family of advisors. BPWA is currently in discussions with multiple firms to join its “unified growth” model, whereby the clients and advisors simultaneously enjoy an expanded array of services. Synergy between CPA and RIA firms and their clients is the key driver of this unique transaction.
The RIA model has become the aspirational model for financial advice professionals who want to sit on the same side of the table as their clients. We have to thank the trailblazing advisors who made the choice to put their clients’ interests above their own. Over the past few decades they have helped build the industry and raised awareness about the option and benefits of working with an independent registered investment advisor…
Recently an advisor was interested in selling his practice that he had built over the past several years. He was 69 years of age and wanted to be completely done working in the business within a year of closing the deal with…
MC – Charles, you have had three major roles in the past 8 years, including running Schwab Advisor Services and Fidelity IWS. Now you have founded Advizent and working to change the landscape of our industry. Can you explain your last 10 years and how the industry has evolved over that time?…
Recently I had an engaging conversation with an advisor who was looking to sell his practice and retire. The advisor wanted to be free and clear of the business within 1 year. What could he have done over the previous decade to sure up and maximize the value of his practice at the time of sale/retirement? Here are a few simple thoughts…
Beacon Pointe Wealth Advisors LLC (BPWA), a wholly owned subsidiary of Beacon Pointe Advisors. BPWA was created for the purpose…
