Beacon Pointe Advisors

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Beacon Pointe Acquires Albert Heeg in California

Newport Beach, Calif.-based Beacon Pointe Advisors has acquired Albert Heeg Investment Management Co. Alameda, Calif.-based Albert Heeg joins Beacon Pointe’s institutional consulting services group, which specializes in consulting institutional clients ...

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Insurance Journal
March 19, 2015
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Working with the affluent retiree market

However, successful meetings require much more preparation than getting everyone into a conference room. Kelly MacRae, CFP with Beacon Pointe Advisors in Newport Beach, California says her firm usually starts the process by first meeting with just the ...

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Life Health Pro
March 11, 2015
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Beacon Pointe Advisors and Clearwater Analytics Announce Partnership

BOISE, Idaho--(BUSINESS WIRE)--Beacon Pointe Advisors, a California-based independent Registered Investment Advisory (RIA) firm with over $7 billion in assets under management, has selected Clearwater Analytics® to provide investment accounting and ...

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Business Wire
September 16, 2014
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Beacon Pointe Advisors, One Of The Nation's Largest Independent RIAs, Selects Envestnet | Tamarac™ Software And Service To Fuel Growth

"Our advisors are excited to be able to provide high-quality and efficient client service from anywhere with the help of Envestnet |Tamarac's Advisor Xi," said Steven Beals, Director of Operations, Beacon Pointe Advisors. "Our relationship with Tamarac not ...

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Market Watch
September 10, 2014
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Beacon Pointe Advisors and Clearwater Analytics Announce Partnership

Beacon Pointe Advisors, a California-based independent Registered Investment Advisory (RIA) firm with over $7 billion in assets under management, has selected Clearwater Analytics® to provide investment accounting and reporting solutions for its rapidly ...

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Reuters
September 16, 2014
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How to Bounce Back From a Financial Crisis

Survey the landscape. If things just got bad, "take a deep breath," urges Commie Stevens, managing director of strategic and financial planning for Beacon Pointe Advisors in Newport Beach, California. "People in crisis often want to take immediate action ...

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USNews
October 28, 2014
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Why do advisors have such a hard time reaching women?

based Beacon Pointe Advisors. Only three in 10 advisors are women, according to a 2013 Insured Retirement Institute study, yet 70 percent of women seeking advisors say they would prefer to work with a woman. The industry does seem to be in agreement that ...

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CNBC
February 2, 2015
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Advisers wonder: How to attract female clients?

based Beacon Pointe Advisors. Only three in 10 advisers are women, according to a 2013 Insured Retirement Institute study, yet 70 percent of women seeking advisers say they would prefer to work with a woman. Eusey and others note that, while female and ...

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USA Today
February 7, 2015
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Company Overview of Beacon Pointe Advisors, LLC

Beacon Pointe Advisors, LLC operates as an independent investment advisory company. It provides comprehensive and objective investment and financial advices to endowments, foundations, institutions, and high-net-worth individuals in the United States.

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Bloomberg
April 25, 2015
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Raymond James Adds Ex-LPL Group in N.J.

Raymond James (RJF) said Monday that its independent channel ... Beacon Pointe Wealth Advisors, an independent RIA, and its sister firm Beacon Pointe Advisors, also an RIA, have over $8 billion in combined assets under management; they use Schwab, TD ...

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Think Advisor
December 1, 2014
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Garth K. Flint

Mr. Garth K. Flint co-founded Beacon Pointe Advisors, LLC and Chief Executive Officer. Mr. Flint has over 30 years experience as an institutional investment consultant. Prior to launching Beacon Pointe Advisors, He was a founder and Managing Director with ...

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Bloomberg
May 17, 2015
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Beacon Pointe Advisors and Clearwater Analytics Announce Partnership

Beacon Pointe Advisors, a California-based independent Registered Investment Advisory (RIA) firm with over $7 billion in assets under management, has selected Clearwater Analytics® to provide investment accounting and reporting solutions for its rapidly ...

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Yahoo Finance
September 16, 2014
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Beacon Pointe Adds Director

Beacon Pointe Advisors, an independent registered investment advisor with $7 billion in assets under management based in Newport Beach, Calif., has hired Paul Salerno as director of strategic and financial planning. Salerno joins Beacon Pointe with more ...

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Financial Advisor Magazine
May 6, 2015
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Beacon Pointe Advisors, One Of The Nation's Largest Independent RIAs, Selects Envestnet | Tamarac™ Software And Service To Fuel Growth

"Our advisors are excited to be able to provide high-quality and efficient client service from anywhere with the help of Envestnet |Tamarac's Advisor Xi," said Steven Beals, Director of Operations, Beacon Pointe Advisors. "Our relationship with Tamarac not ...

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The Business Journal
September 10, 2014
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Beacon Pointe Advisors Celebrates Award-Winning Fourth Quarter

Newport Beach, California – January 30, 2015 – Beacon Pointe Advisors, one of the nation’s largest Independent Registered Investment Advisory (RIA) firms with over $7 billion in assets under management, received a total of five prestigious awards and ...

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Patch
January 29, 2015
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Beacon Pointe Wealth Advisors Rolls Up Another California RIA

Pacific Pointe, based in Santa Barbara, is the fourth California location to be added to BPWA, a Beacon Pointe Advisors RIA based in Newport Beach, Calif. The expansion marks BPWA’s second deal in five months and its fifth addition of an advisory firm to ...

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Think Advisor
September 9, 2013
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Better Search Methods Can Improve Hiring Outcomes

Online job networks can also bring in qualified operations and administrative job candidates, says Matt Cooper, president for private client services with Beacon Pointe Advisors in Newport Beach, California. “I would say we attract more operations-type ...

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CFA Institute Blogs
May 17, 2015
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Cold Calls Still Help the Bottom Line

But don't tell that to Matt Belfanti, a vice president at Newport Beach, Calif., Beacon Pointe Advisors. He has no problem reaching for the telephone. The prospects who become clients after his cold calls account for about 25% of his new revenues each year ...

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Wall Street Journal
July 22, 2013
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Got market jitters? Here's what you should do

"We're in the sixth year of a bull market, valuations are at historic highs, and we have uncertainty about the economy and interest rates," said Shannon Eusey, co-founder and president of Beacon Pointe Advisors. "I think we'll continue to see a lot of ...

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MSN
June 22, 2015
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No estate plan? You are making a costly mistake

By Shannon Eusey, president of Beacon Pointe Advisors. Commie Stevens, J.D., managing director at Beacon Pointe, contributed to this article.

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CNBC
June 23, 2015
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Winning Approach -- Investment-Advisory Firm Garners Wide Recognition

2014 was an award-winning year for Beacon Pointe Advisors, one of the nation’s largest independent registered investment-advisory firms. The firm received a Top Workplaces award from the Orange County Register, the 2014 Charles Schwab & Co. Inc ...

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Orange County Register
June 21, 2015
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Got market jitters? Here's what you should do

Read More Bad omen for mutual funds "We're in the sixth year of a bull market, valuations are at historic highs, and we have uncertainty about the economy and interest rates," said Shannon Eusey, co-founder and president of Beacon Pointe Advisors.

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Yahoo7 Finance
June 22, 2015
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Harold Evensky drops Schwab PortfolioCenter for more expensive Tamarac

and $3.1 billion AUM Freestone Capital Management of Seattle, all signed on. And in March, the firm won the business of William Blair & Co., the Chicago-based investment bank and wealth manager. See: Envestnet | Tamarac wins four more RIAS with an average ...

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RIA Biz
December 22, 2014
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UCI's Business School Kicks Off LIFEvest Financial Literacy Program

Company sponsors for LIFEvest 2015 include: Beacon Pointe Wealth Advisors, Beacon Pointe Advisors, Boeing, Crystal Capital, Duckworth Wealth Advisors, JP Morgan, Orange County Printing Company, Newport Chamber of Commerce, Pimco Foundation, Taco Bell ...

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News Wise
July 27, 2015
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Ups and downs: Advisors help clients face volatility fears

"We're in the sixth year of a bull market, valuations are at historic highs, and we have uncertainty about the economy and interest rates," said Shannon Eusey, co-founder and president of Beacon Pointe Advisors. "I think we'll continue to see a lot of ...

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CNBC
June 22, 2015
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Why do advisors have such a hard time reaching women?

based Beacon Pointe Advisors. Only three in 10 advisors are women, according to a 2013 Insured Retirement Institute study, yet 70 percent of women seeking advisors say they would prefer to work with a woman. The industry does seem to be in agreement that ...

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CNBC
February 2, 2015
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Felix T. Lin CFA

Mr. Felix T. Lin, CFA serves as Managing Director and Partner of Beacon Pointe Advisors, LLC. Mr. Lin joined Beacon Pointe in 2002. Mr. Lin is responsible for advising Beacon Pointe's institutional clients. Prior to joining Beacon Pointe Advisors ...

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Bloomberg
July 31, 2015
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Offering alternatives to lofty retirement dreams

Matthew and Elizabeth became clients of Beacon Pointe Advisors a few years back, looking to manage their portfolio and put a retirement game plan in place. At 66, Matthew was considering retiring. Elizabeth could finally travel now that she was no longer ...

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CNBC
August 26, 2015
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Sorry, you can't retire as planned

Matthew and Elizabeth became clients of Beacon Pointe Advisors a few years back, looking to manage their portfolio and put a retirement game plan in place. At 66, Matthew was considering retiring. Elizabeth could finally travel now that she was no longer ...

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Yahoo New Zealand
August 26, 2015
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The Longevity Challenge

This month’s issue is filled with many excellent articles, not the least of which is Eric Rasmussen’s cover story on Beacon Pointe Advisors. Eric describes how the fast-growing Newport Beach, Calif.-based firm used its institutional consulting roots to ...

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Financial Advisor Magazine
August 31, 2015
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Harold Evensky drops Schwab PortfolioCenter for more expensive Tamarac

Tamarac has been collecting plenty of scalps of mega-RIAs in 2014. In September alone, Beacon Pointe Advisors, the Newport Beach, Calif.-based RIA with over $7 billion AUM; Convergent Wealth Advisors, the Los Angeles-based advisor with $8.5 billion AUM ...

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RIA Biz
December 22, 2014
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Schwab Impact 2014 in Pictures: Bettinger, Bernanke and (Not) Bush

See Schwab Impact Awards Go to 3 RIA Firms, Recordkeeper Another Impact Award winner was Beacon Pointe Advisors, based in Newport Beach, California, which won the Trailblazer Award. Schwab’s Bernie Clark (far left) poses with the Beacon Pointe management ...

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Think Advisor
November 11, 2014
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Don't sink your retirement by cashing out your 401(k) plan

Many make this blunder when switching jobs, according to Shannon Eusey, president of Beacon Pointe Advisors. "Forty-five percent of people who switch jobs before [age] 59½ cash out on their retirement plans," she said. Do you want to be filthy rich?

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CNBC
December 6, 2015
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Don't sink your retirement by cashing out a 401(k)

Many make this blunder when switching jobs, according to Shannon Eusey, president of Beacon Pointe Advisors. "Forty-five percent of people who switch jobs before [age] 59½ cash out on their retirement plans," she said. So how to handle 401(k) balances ...

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Yahoo Finance
December 7, 2015
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7 ways to stop fighting with your spouse about money

Kelly MacRae is the vice president of financial planning and CFP for Beacon Pointe Advisors. To minimize arguments about money, MacRae advises couples to discuss their preferences with regard to discretionary spending as well as issues like retirement saving.

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Las Vegas Review-Journal
December 2, 2015
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Smart Ways to Bring in 2nd Generation Clients

6. Schedule regular meetings with the entire family. Although this tip seems obvious, Matt Cooper, president at Beacon Pointe Advisors in Newport Beach, Calif., with $7.5 billion in AUM, believes the strategy is critical to securing relationships with ...

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NASDAQ
December 4, 2015
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Beacon Pointe Advisors, One Of The Nation's Largest Independent RIAs, Selects Envestnet | Tamarac™ Software And Service To Fuel Growth

CHICAGO, Sept. 10, 2014 /PRNewswire/ -- Envestnet | Tamarac™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, announces that ...

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StreetInsider
September 10, 2014
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Beacon Pointe Wealth scoops up $300 million East Coast firm

The last team that BPWA added was in November and included a four-person team from Capital Investment Counsel Inc., which was acquired by United Capital Financial Advisers in February.

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Investment News
September 10, 2015
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Beacon Pointe Advisors and Clearwater Analytics Announce Partnership

BOISE, Idaho--(BUSINESS WIRE)-- Beacon Pointe Advisors, a California-based independent Registered Investment Advisory (RIA) firm with over $7 billion in assets under management, has selected Clearwater Analytics® to provide investment accounting and ...

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Hispanic Business
September 16, 2014
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Beacon Pointe Advisors, One Of The Nation's Largest Independent RIAs, Selects Envestnet | Tamarac™ Software And Service To Fuel Growth

CHICAGO, Sept. 10, 2014 /PRNewswire/ -- Envestnet | Tamarac ™, a division of Envestnet, Inc. (ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, announces that ...

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Yahoo Finance
September 10, 2014
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Beacon Pointe Advisors, One Of The Nation's Largest Independent RIAs, Selects Envestnet | Tamarac™ Software And Service To Fuel Growth

CHICAGO, Sept. 10, 2014 -- /PRNewswire/ -- Envestnet | Tamarac ™, a division of Envestnet, Inc. (NYSE: ENV) and a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, announces ...

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TheSacramento Bee
September 10, 2014
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Beacon Pointe Advisors and Clearwater Analytics Announce Partnership

Beacon Pointe Advisors, a California-based independent Registered Investment Advisory (RIA) firm with over $7 billion in assets under management, has selected Clearwater Analytics® to provide investment accounting and reporting solutions for its rapidly ...

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Bobs Guide
September 15, 2014
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Beacon Pointe Advisors, One Of The Nation's Largest Independent RIAs, Selects Envestnet | Tamarac Software And Service To Fuel Growth

Newport Beach, CA-based Beacon Pointe, which manages more than $7 billion in client assets in over 5,000 financial accounts, takes a holistic approach to wealth management in order to design portfolios meeting the unique needs of high-net-worth individuals ...

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IT Business Net
September 10, 2014
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Taking a more proactive approach to socially responsible investing

Mike Breller is managing director of Beacon Pointe Advisors' institutional consulting group. He is responsible for business development and providing consulting services to the firm's institutional clientele.

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Pensions & Investments
November 12, 2014
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Beacon Pointe Advisors

Beacon Pointe Advisors Was Founded In 2002 And Is Now One Of The Largest Independent Investment Advisory Firms In The Nation. Our Mission Is To Provide Comprehensive And Objective Investment And Financial Advice To Endowments, Foundations, And High-Net-Wo

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Wealth Management
November 17, 2014
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Select the service that is right for you!

announces that Beacon Pointe Advisors, one of the largest independent registered investment advisors (RIAs) in the nation, has chosen Tamarac's Advisor Xi® product suite to integrate its operating systems and meet its long-term goals for practice growth.

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The Street
September 9, 2014
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United Capital Sets the Pace at IMPACT

United Capital picked the Orange County chapter of the Tech Project. Beacon Pointe picked the Beacon Pointe Advisors Fund -- OCCF. And ABG-MNKC picked the Albert Lea Public Education Foundation and the Marion Medical Mission. The awards ceremony is part of ...

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mfwire.com
November 6, 2014
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