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Beacon Pointe

Succession Planning is Driving Consolidation Among Wealth Managers

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.

July 27, 2023

Bankers & Advisors

Is the wild ride for the RIA M&A market over?

“We’re going to see more restructuring of deal terms,” says investment banker Steve Levitt.

March 18, 2020

Financial services

Beacon Pointe Purchases Hemington Wealth Management

The firm manages $1.2 billion in client assets.

November 19, 2025