Page 2 - Beacon Pointe News Today

Some 36 percent of advisors plan to retire in the next 10 years. More than a quarter of these are unsure who will take over their firm.

In the middle of a busy year, the private equity giant is expanding its team.

Odyssey Resorts expansion to the Brainerd lakes area brings their resort total to nine. The company's properties are in Lutsen, Duluth, Two Harbors and Grand Marais.

Up to 5% of revenues should be spent on marketing and sales, say industry experts, as only 12% of advisors are actively seeking referrals.

Odyssey Resorts expansion to the Brainerd lakes area brings their resort total to nine. The company's properties are in Lutsen, Duluth, Two Harbors and Grand Marais.

Planner Jennifer McCosley joined the RIA with about $28 billion in assets under advisement across 45 locations.

The RIA space saw at least eight deals this week, representing more than $38 billion in total assets.

The top-ranked RIA has bought YorkBridge Wealth Partners, which has offices in New York and Long Island.

YorkBridge Wealth, which has $1 billion in client assets, brings a team of a half dozen employees under two founding ex-wirehouse advisors.

Beacon Pointe Advisors closes largest acquisition of year in NYC and Bridgehampton.