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Beacon Pointe Acquisitions Add $1.35B
Osaic said it has lured a 30-person advisory practice that oversaw about $2.3 billion in client assets at rival LPL Financial. Beacon Pointe Advisors since July has added three firms with offices from ...
Summary as published by Financial Advisor IQ
More on Beacon Pointe
Beacon Pointe hub →Wealth Solutions Report · Oct 21, 9:06 AM ET
Beacon Pointe Acquires Three RIAs Managing $1.35 BillionAdvisorHub · Oct 21, 3:06 AM ET
Beacon Pointe Buys Billion-Dollar Planning Firm in San DiegoWealthManagement.com · Oct 20, 1:24 PM ET
Beacon Pointe Adds Three Teams with $1.2B in AssetsFinancial Advisor IQ · Oct 20, 1:00 PM ET
Osaic Snags 30-Person, $2.3B FA Team from LPL
More on Osaic
Osaic hub →ThinkAdvisor · Oct 20, 11:00 PM ET
Recruiting Competition Is 'Fierce,' Osaic President SaysFinancial Advisor IQ · Oct 20, 1:00 PM ET
$750M UBS FA Team Goes Indie with Elevation PointFinancial Advisor IQ · Oct 20, 1:00 PM ET
Osaic Snags 30-Person, $2.3B FA Team from LPLInvestmentNews · Oct 20, 11:53 AM ET
Osaic reels in LPL team with $2.3 billion in assets
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