Beacon Pointe, a Southern California-based registered investment adviser, has acquired Landmark Wealth Management Group, a Lake Elmo, Minn.-based RIA with about $1 billion in client assets. This marks Beacon Pointe's fifth transaction this year. Terms of the deal were not disclosed. The deal brings Beacon Pointe's total assets under advisement to $38 billion and expands…
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What do you do after finishing the highest-grossing tournament of all time? You go back to work. While many would not be upset Taylor Swift for taking some well-earned breaks while breaking her record The Tour of Era comes to a conclusion, said the indefatigable troubadour a notice that was distributed to Good morning America:…
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Artificial intelligence has made waves in various industries and wealth management is no exception. AI's ability to analyze large amounts of data and generate detailed reports has the potential to significantly increase the efficiency and effectiveness of wealth management firms. However, the integration of AI also brings certain risks, especially for fiduciaries in the family…
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Opinions expressed by Entrepreneur contributors are their own. Four years ago, the pandemic brought about a massive change in the way we work, forcing companies to adapt to remote operations almost overnight. Today, many companies are still struggling with the decision of whether to mandate a return to the office or embrace remote work as…
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Veteran industry leader Suzanne Siracuse talks with George Nichols, CEO of the American College of Financial Services, to discover strategies for success in financial advising. Nichols shares insights on important areas for financial advisors, such as specialization, the future of retirement planning, and the importance of representation. Nichols explores how understanding the different needs of…
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(Bloomberg) — Chief Executive Officer of Apollo Global Management Inc. Marc Rowan is seeing the public and private markets converging with the latter attracting more competition for trading on Wall Street. Rowan said Apollo will remain disciplined as it continues to grow its assets under management and that its biggest constraint will be finding enough…
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In the season 12 premiere of The Entrepreneur Elevator Pitchcontestants hoping to transform their businesses and lives must convince a panel of elite investors that their dreams are worth making a reality. And they only have 60 seconds to do it. This season, the stakes are higher and the deals are bigger—investors are ready to…
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Pathstone, a private equity-backed multifamily office based in Englewood, NJ, has signed an agreement to acquire Hall Capital Partners, a long-term, bicoastal registered investment advisor with $45 billion in client assets. The combination will create an RIA with approximately $160 billion in assets under advice and administration and $100 billion in assets under management. Pathstone…
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Opinions expressed by Entrepreneur contributors are their own. At the heart of MìLà is narrator. The modern Chinese food brand uses design, video, influencer marketing and more to tell a story that honors heritage while taking it into the future. “In the soup bag is (a photo of) my mom, as well as her friend…
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