We’re Making Headlines. 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 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) Media Inquiries For interview requests and press inquiries, please fill out the form below. Please leave this field empty.