Press and 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.
Investing and 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 and RIA Thought Leadership Coverage
- Beacon Pointe Adds Massachusetts RIA (Family Wealth Report)
- Beacon Pointe Grows In New England After Acquiring $360M AUM Firm (Financial Advisor Magazine)
- Advisory M&A News – 5/20/2026 (PlanAdviser)
- Beacon Pointe Advisors Continues to Enhance Its East Coast Platform with Female-Founded RIA (Real Assets Adviser)
- Deals & Moves: Beacon Pointe Acquires $360M Female-Founded RIA (Wealth Management)
- RIA moves: Beacon Pointe tops $4B in New England with latest female-founded partner firm (InvestmentNews)
- Beacon Pointe adds $360m woman-led Massachusetts RIA (Citywire)
- Beacon Pointe to roll out service line for sub-$500k clients (Citywire)
- 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 (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)