Page 8 - Beacon Pointe News Today

- ADVERTISEMENT - Century Housing, an affiliate of Century Villages at Cabrillo, a supportive housing community in West Long Beach, premiered in a virtual grand opening last week announcing the completion of its Beacon complex on the corner of Long Beach Boulevard and Anaheim Street. The opening celebration by Century Housing and the long list of partners that helped with the project came nearly a year after it began admitting residents due to delays from the COVID-19 pandemic, Bartek Malecki, ...

Beacon Pointe acquires $610 million North Carolina RIA DMJ Wealth Advisors, which has four offices throughout the state, will be renamed Beacon Pointe North Carolina. May 3, 2021 Beacon Pointe Advisors, a Newport Beach, California-based registered investment adviser managing $10 billion, has acquired DMJ Wealth Advisors, which manages $610 million through four offices in North Carolina, from an accounting firm, DMJ & Co. The acquired firm has been renamed Beacon Pointe North Carolina and will c...

Share this article NEWPORT BEACH, Calif., April 20, 2021 /PRNewswire/ --  Beacon Pointe Advisors ("Beacon Pointe") acquires its second Dallas based firm this month, adding $230M D.R. Saur Financial ("D.R. Saur") to its expanding DFW metroplex footprint. Matt Cooper, President of Beacon Pointe Advisors shares, "Beacon Pointe is focused on building scale in the Dallas/Fort Worth metroplex. The transaction with D.R. Saur is another step toward that goal. Dan and Lisa Saur are two of the nicest ...

$1B Wealthstreet Investment Advisors Chooses Partnership with Beacon Pointe Beacon Pointe Advisors Largest RIA Acquisition To-Date News provided by Share this article Share this article NEWPORT BEACH, Calif., April 1, 2021 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") has just closed its largest acquisition to-date, partnering with Wealthstreet Investment Advisors ("Wealthstreet"), an RIA located in Dallas, Texas. Wealthstreet is the first firm to join Beacon Pointe with over $1B A...

Wealth Management’s Week in M&A A succinct summary of the mergers, acquisitions and movements in the wealth management industry over the first week of March. The first week of March saw a flurry of movement among advisors and the assets they manage. In the wealthtech space came news of Betterment’s purchase of Canadia-based Wealthsimple’s U.S. business. The RIA space saw more consolidation as Wealth Enhancement Group announced its acquisition of North American Management, a fir...

News Category Global Banking & Finance Reviews PayBito Halts Trading of XRP in Light of the Recent Action of Securities and Exchange Commission PayBito Halts Trading of XRP in Light of the Recent Action of Securities and Exchange Commission PALO ALTO, Calif., Feb. 18, 2021 /PRNewswire-PRWeb/ — Global trading platform and cryptocurrency exchange PayBito temporarily halts its XRP trading feature in light of the SECs latest action against Ripple Labs, Inc. Due to a lawsuit filed by the US Securi...

Adjuvant Capital Announces $300 Million Venture Fund Designed to Improve Global Public Health Merck, Novartis, IFC, Bill & Melinda Gates Foundation, Childrens Investment Fund Foundation, Dalio Philanthropies, Doris Duke Charitable Foundation, ELMA Investments Ltd., Ford Foundation, MacArthur Foundation, Global Health Investment Corporation, CDC Group, Anthos Fund & Asset Management, and Others Join in Oversubscribed Debut Offering NEW YORK, Feb. 18, 2021 /PRNewswire/ -- Adjuvant Capital today ...

Press release content from PR Newswire. The AP news staff was not involved in its creation. Beacon Pointe Advisors Announces Acquisition of CDA Group and Essex Asset Management January 13, 2021 GMT Beacon Pointe Logo (PRNewsfoto/Beacon Pointe Advisors) NEWPORT BEACH, Calif., Jan. 13, 2021 /PRNewswire/ -- Beacon Pointe Advisors (“Beacon Pointe”), one of the country’s largest independent comprehensive wealth advisory firms, wraps up the year announcing two additional mergers involving CDA G...