Beacon Pointe Pens Two More Deals Totaling $940M in AUM
The Reed Finney Team from Bleakley Financial and Private Capital Management expand Beacon Pointe’s presence in New Jersey and Northern California.
Source: wealthmanagement.com
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RIA Roundup: Wealthspire Advisors to Acquire Heron Wealth in NYC
No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry platforms and three key hires were made in support of growth.
Source: wealthmanagement.com