KKR Makes Large Investment in $20B RIA Beacon Pointe
By Janet LevauxBeacon Pointe, led by CEO Shannon Eusey, now includes about 110 financial advisors.
November 11, 2021
XYPN to Launch Virtual Assistant Program for Advisor MembersA pilot for the program is expected to start in Q2 2022, says Alan Moore, XYPN CEO and co-founder.
November 11, 2021
Vanguard Model Portfolios Added to CircleBlack Platform: Tech RoundupAlso, Betterment for Advisors made a deal with an advisor-client matchmaker.
November 11, 2021
Creative Planning to Buy $110B Retirement UnitThe new business will be known as Lockton Retirement Services, an Offering of Creative Planning.
November 10, 2021
Love or Hate Social Media, Advisors Need to Be CompliantThe "Roaring Kitty" debacle highlights the dangers firms run into when they have lax controls on new marketing tools.
November 10, 2021
Dynasty Pilots Program to Match Wealthy Prospects With AdvisorsA beta launch of the new Dynasty Connect referral program started with a small number of advisors in the firm's network.
November 10, 2021
SEC Finds Widespread Advisor Fee Calculation ErrorsErrors included overbilling, double-billing and using outdated fee schedules.
November 10, 2021
The Biggest Financial Mistakes Business Owners Make: Advisors' AdviceAdvisors discussed how they help business-owner clients avoid mistakes on taxes, insurance and other critical financial matters.