Investing & Financial Planning Coverage

• 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)
• Your Dollars, Our Sense & Managing Volatility (KKFX 11 Morning News)
• Top Advisors Talk About Their Firms—And Their Clients (Barron’s)
• A Straight Forward Approach to Your Finances (CW San Diego Morning News)
• How to Talk to Clients About Investing in Real Estate (FP Magazine)
• How Trump’s Plans Will Impact Your Year-End Money Moves (CNBC)
• 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)
• 7 Ways to Stop Fighting with Your Spouse About Money (GoBankingRates)
• 9 Clever Ways to Teach Kids About Money (HuffingtonPost)
• Ups and downs: Advisors help clients face volatility fears (CNBC)
• 30 Ways to Stop Spoiling Your Kids (Las Vegas Review Journal)
• A Great Time to Buy a New Car (MainStreet)
• Tax Facts: Who’s Taking Money from Your Paycheck & Why (EliteDaily)
• Class Facts: Spring 2015 (UCI Magazine)
• 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• When an Estate Plan is Outdated (The Wall Street Journal)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)
• How Trump’s Plans Will Impact Your Year-End Money Moves (CNBC)
• Are You SRIous? (CFA Institute)
• 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

• 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)
• Beacon Pointe Acquires $390M New Jersey RIA (Citywire)
• 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)
• Beacon Pointe Named to Forbes 2016 100 Fastest Growing RIA Firms (Forbes)
• Beacon Pointe Expands Into Retirement Plan Space (401k Help Center)
• Trailblazer Award Winner (Charles Schwab IMPACT)
• 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)
• RIA Growth Strategies That Protect What You’ve Already Got (FP Magazine)
• 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)
• Q&A on the future of the Wealth Management Industry (OC Business Journal)
• 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)
• Beacon Pointe Acquires Albert Heeg Investment Management Co. (Captive.com)
• Eusey’s secret for growing a $7B firm? A running list of mistakes (BizWomen)
• Beacon Pointe Wealth Advisors Adds $500 Million Team (FP Magazine)
• RIA Beacon Pointe Is 65% Female, by Accident (ThinkAdvisor)
• 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)