Beacon Pointe hires Jennifer McCosley to RIA | Financial Planning
Planner Jennifer McCosley joined the RIA with about $28 billion in assets under advisement across 45 locations.
Source: financial-planning.com
Page 4 - Beacon Pointe News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Beacon Pointe Today - Breaking & Trending Today
RIA Roundup: Atria to Acquire Grove Point Financial From Kestra
The RIA space saw at least eight deals this week, representing more than $38 billion in total assets.
Source: wealthmanagement.com
Beacon Pointe Advisors Buys YorkBridge Wealth Partners
The top-ranked RIA has bought YorkBridge Wealth Partners, which has offices in New York and Long Island.
Source: barrons.com
Beacon Pointe acquires $1 billion YorkBridge Wealth
YorkBridge Wealth, which has $1 billion in client assets, brings a team of a half dozen employees under two founding ex-wirehouse advisors.
Source: financial-planning.com
Beacon Pointe Enters NY with $1B YorkBridge Wealth Partners
Beacon Pointe Advisors closes largest acquisition of year in NYC and Bridgehampton.
Source: wealthmanagement.com