Podcasts

Shop Talk: A case study in RIA acquisitions

It has been M&A mania among RIAs for several years, and among the players has been Beacon Pointe Advisors, making a dozen acquisitions during the past decade — including its acquisition of Heller Wealth Advisors earlier this year. Shannon Eusey, founder and CEO of Beacon Pointe, and Matt Cooper, president and founding partner of the firm, join us to discuss the M&A trend and process. (08/2019)

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