Press & Media
Beacon Pointe is a frequently featured expert often asked to speak on a wide array of topics covered by regional and national news media outlets and industry publications. To stay apprised of Beacon Pointe conversations, follow us on:
Investing & Financial Planning Coverage
- 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)
- How Penn State’s Sean Clifford is Starting his Own Agency, Limitless NIL (NND)
- 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)
- 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
- Top RIAs Discuss Pathways to Leadership and Growth (WealthManagement.com)
- 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)
- $1B Wealthstreet Investment Advisors Chooses Partnership with Beacon Pointe (YahooFinance)
- 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)
- 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)
