News, Comment & Analysis results for Beacon Pointe

Financial Results
July 31, 2026

CAIS Raises $170 Million In Financing Round

The firm is one of those businesses that have ridden the wave of rising interest in private markets

M and A
July 24, 2026

Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report

At the half-way point of 2026, a firm examines transaction trends for wealth management in three

M and A
July 16, 2026

Have RIA M&A Valuations Peaked?

RIA valuations are not rising, even though competition for deals is strong and private equity money

Surveys
July 10, 2026

Finance Leadership Drives Confidence Among Women – Beacon Pointe

While most of those surveyed don't say they are highly confident at handling money, the survey also

M and A
May 20, 2026

Beacon Pointe Adds Massachusetts RIA

Beacon Pointe Advisors has been among the most vigorous acquirers of RIAs in recent months.

M and A
May 5, 2026

Beacon Pointe Tops First-Quarter Acquisition Charts; M&A Remains Brisk – Data

The acquisitive-minded wealth manager continues the brisk pace of deals, as fresh industry figures

M and A
March 25, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Beacon Pointe, MGB, Pacifica

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Strategy
February 26, 2026

What To Expect As Cooper Claims Top Beacon Pointe Job

There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and

M and A
February 25, 2026

Beacon Pointe Acquires $1.2 Billion Firm, Expands East Coast Footprint

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

M and A
February 4, 2026

Deals Of The Day: The Latest In Wealth Management M&A – Beacon Pointe Acquires Three RIAs

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Comment & Analysis results for Beacon Pointe

Strategy
February 26, 2026

What To Expect As Cooper Claims Top Beacon Pointe Job

There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and