Press and Media

Press & Media

Beacon Pointe is frequently featured in national industry-related news and media providing thought-leadership on a wide array of topical content. For any press and media inquiries, connect with us below.

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Investing & Financial Planning Coverage

Real Assets Adviser Hot Minute with Beacon Pointe’s Michael Dow (Real Assets Adviser)
Tips on when to begin collecting Social Security benefits (PCA Cares)
Beacon Pointe’s Top Gatekeeper Pushes Institutional Allocations for Retail Clients (Citywire)
Community Highlights: Meet Rawles Bell of Beacon Pointe Advisors (Voyage Dallas Magazine)
Beacon Pointe Advisors Where Wealth Meets Purpose (Financial Services Review)
Taking Women by the Hand During Tax Season (InvestmentNews)
Like the Military, ‘Plan for the Unexpected’ (InvestmentNews)
Trump Tax Cuts Are Set to Expire by 2026. What Money Pros Are Telling Clients (Barron’s)
Which Alternative Investments RIAs Favor Right Now (Wealthmanagement.com)
Most Seniors Will Need Long-Term Care. Here’s How to Save for It. (Barron’s)
Making Dollars and Sense of Your Finances and Future (GenHERation)
Expert Insight on Financial Planning for Retirement (MoneyGeek)
How to Enjoy Retirement, but Still Leave a Good Nest Egg for Your Children (Wall Street Journal)
FAs Weigh In: What Are You Reading? (Financial Advisor IQ)
ESG is Tossed Around a Lot. What Does it Actually Mean for Clients? (Financial Advisor IQ)
In the Face of Volatility, 529 Plans Won’t Be Enough (Financial Advisor IQ)
Shannon Eusey on Beacon Pointes allWEALTH Approach (RIA Channel)
Money Decisions by Women Will Shape the Future for the U.S. (CNBC)
Limitless NIL partners with Beacon Pointe for Collegiate Athlete Financial Literacy (ESPN)
Their Cheating Heart, Your Damaged Retirement Plan (New York Times)
Expert Insight on Life Insurance and Estate Planning (MoneyGeek)
Finding the Best Health Insurance (MoneyGeek)
White-Knuckling the Bond Market? (FA Magazine)
Want to Buy a Retirement Retreat? Here Are Some Risks and Costs to Consider First. (Barron’s)
Refinancing Your Mortgage (MoneyGeek)
Smart Spending in Retirement (MoneyGeek)
Forget the 4%. Why Retirees Need to Rethink Their Withdrawal Strategy (Barron’s)
The Stock Market is Getting Bumpy. Here’s What Advisors Are Telling Clients. (Barron’s)
Becoming an Investor in Real Estate Properties (MoneyGeek)
Talent Pools, Fields, and Courts: Where an RIA Finds Employees With a Flair for Wealth Management (RIA Intel)
The Best Cash Back Credit Cards of 2021 (MoneyGeek)
Best Student Credit Cards of 2021 (MoneyGeek)
ESG Investing to Gather More Steam (Nasdaq)
How to Start Saving and Investing (MoneyGeek)
Navigating Auto Insurance for Teens & Young Drivers (MoneyGeek)
Finding the Best Car Insurance Company for Your Needs (MoneyGeek)
Going to the Chapel with PMS (Personal Money Symptoms, that is) (Desert Health News)
Biden Infrastructure, Clean Energy Plan May Be Windfall for Investors (CNBC)
Quick Tips to Help College Students Start Saving Money (CNBC)
Six Easy Ways to Invest In Your Future (Locale Magazine)
The Parent Trap – Adjusting to a New Normal (Desert Health News)
Three Easy Ways for College Students to Cut Expenses (CNBC)
Beacon Pointe partners with $300 Million Venture Fund Designed to Improve Global Public Health (PR Newswire)
Covid Has Hurt Women’s Retirement Accounts. Here’s How to Rebuild. (CNBC)
How to Create a Charitable Trust as Part of an Estate Plan (CNBC)
Moving to a new state? Make sure those estate plans have been updated. (CNBC)
Why You Should Think of Your Family’s Budget Like Building an Outfit (Yes, Really) (Working Mothers Magazine)
Covid-19 Was the Second Major Setback for Near-Retirees. Here’s How to Get Your Plan Back on Track. (Barron’s)
Dealing with a Fear of Volatility, and Too Much Knowledge (CNBC)
Should Advisors Benchmark? RIAs Think So (RIA Intel)
The 7 Biggest Threats Facing High-Net-Worth Families Today (Worth Magazine)
Beacon Pointe Preps $30M Real Estate Venture (Citywire)
Being Financially Honest with Your Fiancé (Martha Stewart Weddings)
Charles Schwab & TD Ameritrade Drop Trading Commissions (FP Magazine)
Own the Road Ahead (Fidelity Investments)
Do You Consider Your Home a Great Investment? (CNBC)
Top Advisors Talk About Their Firms—And Their Clients (Barron’s)
How to Talk to Clients About Investing in Real Estate (FP Magazine)
The SMA Sale: How Wholesalers Can Influence SMA Selection (FundFire)
5 Ways to Fed-Proof Your Portfolio Before Rates Rise (The Wall Street Journal)
Are You SRIous? (CFA Institute)
Don’t Sink Your Retirement by Cashing Out a 401(k) (CNBC)
Make Sure the Advisor You Select is the Right Fit (CNBC)
Keep Your Eye On — But Hands Off — Those 401(k) Savings (CNBC)
Not as Many Americans Saving Up for Retirement (KCBS 2 News)
Retirement Planning Checklist: Generation X (GoBankingRates)
Make Year-End Bonuses Work for You (CNBC)
In Love & Money: How To Plan For Post-Wedding Financial Success (EliteDaily)
9 Clever Ways to Teach Kids About Money (HuffingtonPost)
Ups and downs: Advisors help clients face volatility fears (CNBC)
Tax Facts: Who’s Taking Money from Your Paycheck & Why (EliteDaily)
Beacon Pointe Launches ‘The $ense’ (BizWomen)
Financial Resources (MomTrends)
When an Estate Plan is Outdated (The Wall Street Journal)
A Proactive Approach to Socially Responsible Investing (Pension & Investments)
Want to Accumulate Wealth? Invest Young & Early (CNBC “Street Signs”)
Beacon Pointe & UCI LIFEvest Financial Literacy Program (OC Register)
A Proactive Approach to Socially Responsible Investing (Pensions & Investments)
Gatekeepers for Style Drift (CityWire Magazine)
Where to Put Your Money in the Next Year (WSJ)
How to Talk to Clients About Investing in Real Estate (FP Magazine)
What Should Investors Do If They Missed The Trump Rally? (CNBC)
5 Ways to Fed-Proof Your Portfolio Before Rates Rise (The Wall Street Journal)
Make Sure the Advisor You Select is the Right Fit (CNBC)
Keep Your Eye On — But Hands Off — Those 401(k) Savings (CNBC)
Not as Many Americans Saving Up for Retirement (KCBS 2 News)

Industry & RIA Thought Leadership Coverage

Advisory M&A News – 3/25/2026 (Plan Adviser)
Deals Of The Day: The Latest In Wealth Management M&A – Beacon Pointe, MGB, Pacifica (Family Wealth Report)
Beacon Pointe Advisors Expands with Two Strategic Team Additions (Real Assets Adviser)
Beacon Pointe Adds $695 Million By Buying Two Advisory Firms (Wealth Solutions Report)
Beacon Pointe Buys Two Teams With $695M AUM (Financial Advisor Magazine)
Advisor Moves: LPL adds $180M team in Boston as Beacon Pointe brings in two acquisitions (InvestmentNews)
Deals & Moves: Beacon Pointe Acquires Two RIAs with $695M in AUM (Wealth Management)
Deal Roundup: Accelerated Wealth stakes Texas RIA in debut deal; Beacon Pointe adds $695m with 2 buys (Citywire)
Beacon Pointe Advisors Expands with Two Strategic Team Additions (Yahoo! Finance)
Wealth Managers Cash-In (Washington Business Journal)
Beacon Pointe Expands into New England (Orange County Business Journal)
Beacon Pointe Buys $1.2B Mass. RIA (Financial Advisor IQ)
$1.2b RIA chooses Beacon Pointe Advisors for next phase of growth (Real Assets Adviser)
Beacon Pointe Acquires $1.2 Billion Firm, Expands East Coast Footprint (Family Wealth Report)
Beacon Pointe Scoops Up Massachusetts RIA Managing $1.2 Billion (AdvisorHub)
Beacon Pointe Buys $1.2B RIA In Massachusetts (Financial Advisor Magazine)
Beacon Pointe Acquires $1.2B New England RIA (Wealth Management)
Beacon Pointe adds $1.2bn Boston-area RIA (Citywire)
Beacon Pointe Advisors Adds $1.2 Billion Massachusetts Advisory Firm (Barron’s Advisor)
RIA moves: Beacon Pointe adds $1.2B ensemble to bolster Northeast footprint (InvestmentNews)
Beacon Pointe Acquires $1.2B New England RIA (Yahoo! Finance)
Beacon Pointe Acquires Three RIAs (401kSpecialist Magazine)
Advisory M&A News – 2/4/2026 (Plan Adviser)
Beacon Pointe Advisors welcomes three teams to its national platform (Real Assets Adviser)
Deals Of The Day: The Latest In Wealth Management M&A – Beacon Pointe Acquires Three RIAs (Family Wealth Report)
Captrust, Beacon Pointe notch fresh M&A deals (InvestmentNews)
Beacon Pointe Acquires Teams In Massachusetts, Wisconsin And Texas (Financial Advisor Magazine)
RIA moves: Creative Planning goes international with Baseline Wealth Management (InvestmentNews)
Beacon Pointe Acquires $2.7B RIA From Paris-Based Asset Manager (Yahoo! Finance)
Beacon Pointe acquires $2.7 billion Bay Area RIA (MSN)
$2.7b RIA Litman Gregory Wealth to join Beacon Pointe Advisors (Real Assets Adviser)
Deals Of The Day: The Latest In Wealth Management M&A – Bluespring Wealth Partners, Beacon Pointe, Others (Family Wealth Report)
Beacon Pointe Buys $2.7B RIA From Paris-Based Asset Manager (WealthManagement.com)
Beacon Pointe Buys $2.7B Litman Gregory From iM Global Partner (Financial Advisor Magazine)
Beacon Pointe Acquires $2.7 Billion Bay Area RIA (Barron’s Advisor)
Beacon Pointe buys $2.7bn San Francisco-area RIA from iMGP (Citywire)
$1.2b female-founded RIA selects Beacon Pointe Advisors (Real Assets Adviser)
Advisory M&A News – 11/19/2025 (Plan Adviser)
Beacon Pointe Buys $1.2B RIA (Financial Advisor IQ)
NewEdge nabs $6B team, Janney pulls from UBS: Advisor Moves (FinancialPlanning)
Beacon Pointe Acquires $1.2 Billion Women-Led Wealth Management Firm in Virginia (Barron’s Advisor)
California wealth firm snaps up Falls Church’s Hemington in latest PE-fueled deal (Washington Business Journal)
RIA moves: Beacon Pointe’s female-led partnership streak continues with $1.2B Hemington Wealth Management (InvestmentNews)
Beacon Pointe acquires $1.2bn RIA serving women, lawyers (Citywire RIA)
Beacon Pointe Acquires $1.2B Female-Led RIA (Yahoo! Finance)
Advisory M&A News – 10/15/2025 (PlanAdviser)
Northwestern Mutual loses big team to Cetera, Merrill to Morgan Stanley (Financial Planning)
Waltham wealth management firm drops brand after acquisition (Boston Business Journal)
Beacon Pointe Buys Mass. RIA With $944M AUM (Financial Advisor Magazine)
Deal Roundup: NorthRock adds $2.7bn ex-Ameriprise team; Beacon Pointe reels in $944m New England RIA (Citywire)
Beacon Pointe to Add $944M Boston-Area RIA (Wealthmanagement.com)
Beacon Pointe to Add $944M Boston-Area RIA (Yahoo! Finance)
Mega-RIAs discuss dealmaking formula powering record M&A (InvestmentNews)
WSR Honors M&A 5 – Top Wealth Management M&A Professionals (Wealth Solutions Report)
Deals & Recruiting Roundup: Mercer, Greenspring, Creative Planning And More (Wealth Solutions Report)
Beacon Pointe Purchases The Family Firm (The Middle Market)
Beacon Pointe Advisors Establishes Washington D.C. Presence with Female-Led RIA (Secured Finance Network)
Beacon Pointe Acquires $857M The Family Firm (401(k) Specialist)
National wealth management firm breaks into D.C. market with deal for Bethesda shop (Washington Business Journal)
Beacon Pointe Buys $875M AUM Woman-Led RIA In Maryland (Financial Advisor Magazine)
RIA moves: Beacon Pointe plants Washington, DC stake with $875M female-led RIA (InvestmentNews)
Beacon Pointe, BIP Wealth, Raymond James, Unveil 850M+ Deals (Wealthmanagement.com)
Beacon Pointe adds $857m D.C.-area RIA (Citywire RIA)
Beacon Pointe, BIP Wealth, Raymond James, Unveil 850M+ Deals (Yahoo! Finance)
Deals Of The Day: The Latest In Wealth Management M&A – SEIA, Select Money Management, Beacon Pointe (Family Wealth Report)
Beacon Pointe Adds Over a Billion in Assets With Three Deals (AdvisorHub)
Advisory M&A News – 9/2/25 (Plan Adviser)
Beacon Pointe Buys 3 RIAs With $1.1B In AUM (Financial Advisor Magazine)
Beacon Pointe Adds Three Teams, Over $1B in Assets (Wealthmanagement.com)
Triple-deal propels Beacon Pointe to reach a $48 billion asset milestone (InvestmentNews)
Beacon Pointe reveals 3 RIA buys netting nearly $1.1bn (Citywire)
Beacon Pointe Adds Three Teams, Over $1B in Assets (Yahoo! Finance)
National investment firm Beacon Pointe plants flag in Ohio with Akron acquisition (Crain’s Cleveland Business)
Deals & Recruiting Roundup: Modern, Merit, LPL, RBC And Beacon Pointe (Wealth Solutions Report)
RIA M&A Round-Up: Carson, Composition, Beacon Pointe Among Dealmakers in Busy Week (AdvisorHub)
Beacon Pointe’s Latest Acquisitions Add $2.7 Billion in Assets. See the Firms. (MSN)
Beacon Pointe’s Latest Acquisitions Add $2.7 Billion in Assets. See the Firms. (Barron’s Advisor)
Beacon Pointe adds six RIAs in two-month acquisition spree, boosting AUM by $2.7B (InvestmentNews)
$47B Beacon Pointe Acquires 6 Firms in 60 Days (Wealthmanagement.com)
Beacon Pointe reels in $2.7bn with six new deals (Citywire)
Beacon Pointe Advisors Closes Six Strategic Acquisitions in 60 Days (Yahoo! Finance)
$43B Beacon Pointe taps seasoned retirement plan specialist to lead in DFW region (InvestmentNews)
Beacon Pointe Adds Veteran Retirement Specialist (Wealth Solutions Report)
Who’s Moving Where In Wealth Management? – Beacon Pointe, Raymond James (Family Wealth Report)
Beacon Pointe Advisors Expands Retirement Plan Services in the DFW Region with the Hire of Retirement Specialist, Greg Mykytyn (Yahoo! Finance)
The Art of Raising Capital: Beacon Pointe Founder Convinces Investors (Orange County Business Journal)
Beacon Pointe Advisors Welcomes Michael Skillman as Managing Director of Institutional Consulting Services (Yahoo! Finance)
Beacon Pointe Advisors appoints Michael Skillman as managing director of institutional consulting services (Real Assets Adviser)
A Look At Leading Women Advisors (Financial Advisor Magazine)
Deals & Moves: Beacon Pointe, Caprock Add Advisors (Wealthmanagement.com)
Beacon Pointe, Bogart Wealth make key hires (InvestmentNews)
Beacon Pointe nabs $200m advisor from Ellevest (Citywire)
Former Ellevest Advisor, Allison Kvikstad, CFP®, CDFA®, Joins Beacon Pointe Advisors (Yahoo! Finance)
Why Some Wealth Management Firms Resist the Lure of Outside Capital (Barron’s)
10 People to Watch in Wealth Management in 2025 (Barron’s)
10 People to Watch in Wealth Management in 2025 (MSN)
DeVoe & Company Advises WhiteRock Wealth Management on its Sale to Beacon Pointe Advisors (DeVoe & Company)
Beacon Pointe Advisors Acquires Another Wealth Manager (Family Wealth Report)
Beacon Pointe Advisors acquires two firms (Real Assets Adviser)
Beacon Pointe Buys Two Firms With Combined $613M In AUM (Financial Advisor Magazine)
Wealth management giant grows to almost $6B in assets in DFW with latest deal (Dallas Business Journal)
Raymond James, Beacon Pointe Add Firms (Wealthmanagement.com)
Beacon Pointe seizes $40B victory with dual acquisitions (InvestmentNews)
Beacon Pointe adds $613m in double deal(Citywire)
$37B RIA Beacon Pointe taps ex-Capital Group leader for retirement plan division (InvestmentNews)
Beacon Pointe Acquires $1B Firm Landmark Wealth In Minnesota (Financial Advisor Magazine)
Beacon Pointe buys $1bn Minnesota RIA (Citywire)
Beacon Pointe Acquires $1B Minnesota RIA (Wealthmanagement.com)
Beacon Pointe expands with $1B Landmark acquisition (InvestmentNews)
Beacon Pointe expands presence in California and South Carolina through acquisitions of Bridge Advisory and Charleston Investment Advisors (Real Assets Adviser)
Deals Of The Day: The Latest In Wealth Management M&A – MAI, Beacon Pointe, Savant, Mercer, Others (Family Wealth Report)
Beacon Pointe Acquires Two Firms With $600M In AUM (Financial Advisor Magazine)
Beacon Pointe Inks 2 Deals That Bring Assets Near $37 Billion (Barron’s)
RIA Deal Roundup: Several RIAs Announce Deals on First Day of Q4 (Wealthmanagement.com)
Beacon Pointe adds $600m in bicoastal double deal (Citywire)
$37B RIA Beacon Pointe gets bigger with bicoastal deals (InvestmentNews)
The Future of Financial Advice: Perspectives on the Evolution of Wealth Management (Pershing)
Beacon Pointe acquires $775M physician-focused RIA (Citywire)
Beacon Pointe Acquires $775M RIA Joslin Capital (Wealthmanagement.com)
Beacon Pointe boosts Pacific Northwest presence with $775M RIA (InvestmentNews)
Beacon Pointe’s Growth Recipe Has No Room For ‘Jerks’ (FA Magazine)
Beacon Pointe breaks into mid-Atlantic market with deal for $560M firm (InvestmentNews)
$30bn Beacon Pointe snaps up Maryland shop in first RIA deal of 2024 (Citywire)
The State of Maryland Becomes Beacon Pointe’s Newest Landmark
No jerks and lots of capital: M&A tips at Schwab Impact (InvestmentNews)
Beacon Pointe’s $3 Billion Week (Barron’s)
Beacon Pointe acquires two RIAs with $940m total AUM (Citywire)
Beacon Pointe Pens Two More Deals Totaling $940 in AUM (Wealthmanagement.com)
Beacon Pointe snags first wirehouse team – a UBS group with $2B AUM (Financial Planning)
Beacon Pointe Completes First Wirehouse Breakaway Acquisition (Wealthmanagement.com)
RIA Beacon Pointe Pulls in $2B UBS Breakaway Team (Financial Advisor IQ)
Beacon Pointe hires $300M advisor as talent drives industry moves (Financial Planning)
Beacon Pointe Advisors Hires Jennifer McCosley – A Senior Wealth Advisor Dedicated to Serving the IDD Community (PRNewswire)
Beacon Pointe Advisors Hires Jennifer McCosley – A Senior Wealth Advisor Dedicated to Serving the IDD Community (Yahoo Finance)
Beacon Pointe Acquires $1B New York City RIA (Citywire)
Beacon Pointe Enters NY with $1B YorkBridge Wealth Partners Acquisition (Wealthmanagement.com)
$1B YorkBridge Wealth Partners Formally Establishes New York Presence for Beacon Pointe (PRNewswire)
Shannon Eusey: Beacon Pointe Founder Aims for A+ Firm (Orange County Business Journal)
Beacon Pointe Acquires 5 RIAs with Combined $955M in AUM (Citywire)
Beacon Pointe Advisors Finishes Strong in 2022, Keeps the Ball Rolling in 2023 (PRNewswire)
Tremendous Upside for RIA Firms: Beacon Pointe CEO (ThinkAdvisor)
4 RIA Firms to Watch (AdvisorHub)
Beacon Pointe and $600M Benchmark Private Wealth Management Join Forces in M&A Partnership (PRNewswire)
Top RIAs Discuss Pathways to Leadership and Growth (WealthManagement.com)
Honoring Advisors Who Serve(d): Memorial Day, 2022 (ThinkAdvisor)
Beacon Pointe Acquires Pair of RIAs; Plots Midwest Expansion (Citywire Magazine)
Beacon Pointe Sprouts Two New Offices in Spring 2022 (PRNewswire)
How this young Beacon Pointe advisor is helping college athletes cash in (Citywire Magazine)
RIA Edge: Beacon Pointe’s Matt Cooper on Driving Exponential RIA Growth (WealthManagement.com)
Partnering on the Financial Needs of Women (eMoney)
Shannon Eusey: 20 Years, $26 Billion at Beacon Pointe (Barron’s)
Private Equity’s Stranglehold On RIA Mergers, Acquisitions (Wealth Briefing)
Beacon Pointe Acquires $700M RIA as National Expansion Continues (Barron’s)
Beacon Pointe Acquires $700m North Carolina RIA (Citywire)
Beacon Pointe Continues North Carolina Expansion (PRNewswire)
Beacon Pointe Acquires Five Firms, Brings 2021 Total Over $7 Billion (WealthManagement.com)
Beacon Pointe Acquires Five RIAs, Plans Subacquisitions for 2022 (Citywire)
Beacon Pointe Advisors Finishes Strong in 2021 (PRNewswire)
Top Advisors Business Goals for 2022 (Barron’s)
22 Who Will Transform Wealth Management in 2022 (Financial Planning)
Beacon Pointe Acquires $678m UHNW-Focused RIA (Citywire)
Beacon Pointe Advisors Continues Home Turf Expansion in Newport Beach, CA (PRNewswire)
KKR Invests in Beacon Pointe Advisors, the Biggest Women-Led RIA (Barron’s)
KKR Rewards Beacon Pointe with Mega Recap (RIAbiz)
KKR Invests in $20bn Beacon Pointe (Citywire)
Beacon Pointe Announces Investment from KKR (PRNewswire)
Honoring Advisors Who Serve(d): Veterans Day 2021 (ThinkAdvisor)
Beacon Pointe Continues Texas Expansion with Office in Fort Worth (PR Newswire)
‘A Huge Opportunity’: How Tech is Changing RIA Marketing (Citywire)
Beacon Pointe Buys $430m Arizona Shop (Citywire)
Beacon Pointe Expands Arizona Presence with Latest Acquisition in Scottsdale, AZ (Yahoo Finance)
Beacon Pointe Expands Arizona Presence with Latest Acquisition in Scottsdale, AZ (PR Newswire)
M&A Report: Inside the Deal (Citywire)
Rainier Financial Acquired by California Firm (Puget Sound Business Journal)
Beacon Pointe Acquires $500m Seattle Hybrid RIA (Citywire)
Beacon Pointe Moves the (Space) Needle with Latest Acquisition in Seattle, WA (PR Newswire)
To Merge or To Stay Independent? (ColoradoBiz Magazine)
Beacon Pointe Sets Sights on Becoming $200 Billion Mega Firm (FP Magazine)
Denver’s Northstar Investment Advisors Aligns its Future Course with California Firm (Denver Post)
Beacon Pointe Soaks in the Rocky Mountain View in Denver, CO (Yahoo Finance)
Beacon Pointe Buys $1bn Denver Shop (Citywire)
$1 Billion Northstar Investment Advisors Selects Beacon Pointe Advisors as Acquisition Partner (PR Newswire)
Honoring Advisors Who Serve(d) (ThinkAdvisor)
Olympic Dreams: Beacon Pointe Associate Balances Trading with Swimming (Citywire)
Next-Gen Wealth Advisor Kate Pettee named InvestmentNews 40 Under 40 (InvestmentNews)
Beacon Pointe Can’t Stop Acquiring RIAs. Here’s It’s Latest Deal (Barron’s)
Beacon Pointe Buys $600m North Carolina RIA (Citywire)
Beacon Pointe Buys $230m Texas RIA (Citywire)
Beacon Pointe Makes Largest Acquisition To Date (FP Magazine)
Beacon Pointe Lassoes $1.2-Bln AUM Texas RIA (AdvisorHub)
Beacon Pointe’s Latest Deal Is Largest Yet (FA Magazine)
Beacon Pointe Buys $1.2bn Dallas RIA in Biggest Deal Yet (Citywire)
Beacon Pointe Makes First $1+ Billion Acquisition (Barron’s)
Beacon Pointe Acquires Texas-based Wealthstreet (InvestmentNews)
$1B Wealthstreet Advisors Chooses Partnership with Beacon Pointe (PR Newswire)
Beacon Pointe Advisors Hires Two Execs, A CFO and a Director of Risk Management and Securities Research (Citywire)
Beacon Pointe Acquires Wealth Design in San Jose, CA (PR Newswire)
Five Important Lessons for Financial Advisors (Advisor Engine)
Sensing Southeast Opportunity, Beacon Pointe Buys Two RIAs (Citywire)
Beacon Pointe Buys Two RIAs with Combined $620M AUM (FA Magazine)
Giant California RIA Acquires Two Firms (InvestmentNews)
Beacon Pointe Acquires CDA Group & Essex Asset Management (PR Newswire)
It’s As Much About Returns, As It Is About Values, ESG Summit Participants Say (InvestmentNews)
Announcing the Women to Watch in 2020 and Beyond (InvestmentNews)
Beacon Pointe Makes Largest Acquisition To-Date (Barron’s)
Beacon Pointe Makes Biggest RIA Buy Yet with Louisiana Deal (Citywire)
Beacon Pointe Acquires $690M CBD Wealth Management (InvestmentNews)
Beacon Pointe Announces Merger with CBD Wealth Management (PR Newswire)
Celebrating 15 Years of IMPACT Awards® Winners (Charles Schwab)
Top Advisor Spotlight: Shannon Eusey & Beacon Pointe Advisors (Forbes)
The Most Nimble Advisors will Thrive in the Post-COVID Era (Barron’s)
Women Advisers May Be Unexpected Benefit of COVID-19 Crisis (InvestmentNews)
Advisor M&A Post-COVID: Winners and Losers (Barron’s)
12 Positive Ways the Coronavirus Crisis Will Impact RIAs (WealthManagement.com)
Beacon Pointe Announces Internal Reorganization, Strategic PE Partnership & Its Largest Acquisition To-Date (PR Newswire)
Groundbreakers 2020: 50 Women Changing the World (Worth Magazine)
Largest Female-Owned RIA Started as a Biz School Project (Worth Magazine)
Shannon Eusey: Be Passionate, Take Risks (Barron’s)
Lauds and Laurels, Risk and Reward (UC Irvine)
Beacon Pointe Acquires Heller Wealth (FA Magazine)
Doubling Up (Citywire)
Beacon Pointe’s Cooper on Growth through M&A (RIA Channel)
“Shark Tank” Inspired Beacon Pointe joins FinTech Competition (FP Magazine)
Beacon Pointe Hire CIO Michael Dow, CFA, CPA (Citywire)
Building a Multi-Billion Dollar Firm Isn’t for the Faint of Heart (FP Magazine)
Beacon Pointe Hires Former UBS PM as First CIO (Citywire)
Beacon Pointe Named to Barron’s 2018 Top 40 RIA Firms (Barron’s)
How to Break $1B AUM (Citywire)
Advisors Explain How They Made An Acquisition Work (FA Magazine)
How Billion-Dollar RIAs Overcame Their Biggest Mistakes (FP Magazine)
Behind the M&A Buying Spree (FP Magazine)
High Flying – Beacon Pointe Cover Story (FP Magazine)
Beacon Pointe Announces Paid Day of Service (Orange County Business Journal)
Meet Barron’s 2016 Top 5 Female Financial Advisors (BizWomen)
Honoring Advisors Who Serve(d): Fourth of July, 2016| New Window (ThinkAdvisor)
Beacon Pointe Named to Forbes 2016 100 Fastest Growing RIA Firms (Forbes)
L.A. Biz’s Women of Influence Winners Announced (L.A. Biz Journal)
Beacon Pointe Expansion Continues w/ Dallas Merger (FP Magazine)
Beacon Pointe Buys RIA in Dallas Area (InvestmentNews)
RIA Beacon Pointe is 65% Female, by Accident (ThinkAdvisor)
20 Social Media Savvy Advisors – Beacon Pointe Ranked #1 (InvestmentPal)
Smart Ways to Bring in 2nd Generation Clients (FP Magazine)
Smart Growth: How to Scale Up Without Overextending (Financial Advisor IQ)
Laying the Groundwork of Succession Through Mentoring (FA IQ)
3 Secrets to Landing Great Talent (FP Magazine)
$1 Billion IS Not Your Magic Number (FP Magazine)
Forget About Buying Another Firm to Grow (WSJ MoneyBeat)
Five Things to Watch in the RIA Space in 2015 (Financial Advisor Magazine)
Beacon Pointe Acquires Albert Heeg in California (Insurance Journal)
Beacon Pointe Acquires Calif. RIA (Fund Fire Magazine)
Eusey’s secret for growing a $7B firm? A running list of mistakes (BizWomen)
Beacon Pointe Wealth Advisors Adds $500 Million Team (FP Magazine)
Closing the Advisor Gender Gap (FP Magazine)
Is Your Succession Plan a Fiduciary Breach? (FP Magazine)
Big Buyout Heats Up Market for High-End RIAs (FP Magazine)