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Investment Advisor
March 2009
Robert F. Keane |
Shannon Eusey A short profile of Shannon Eusey, President and Chief Operating Officer Beacon Pointe Advisors.   |
Investment Advisor
April 2009
Bob Clark |
Clark at Large: Timing Is Everything Now that (nearly) all asset classes have sunk, advisors are rethinking their investment strategies. |
Registered Rep.
March 3, 2011
Charles Paikert |
Another RIA Launches National Push Via Acquisition Add Beacon Pointe Wealth Advisors to the growing list of registered investment advisors who want to become a national firm. |
Financial Planning
May 1, 2011
Donna Mitchell |
Hybrid's New Groove Registered investment advisor firms looking for ways to expand their businesses might try turning to broker-dealers for a boost. |
Financial Advisor
July 2012
Eric Rasmussen |
Storm Chasing In a volatile market year, growing RIAs sought opportunity. |
Financial Planning
July 1, 2011
Nancy R. Mandell |
Family Affair Lucky you, if like Janet Briaud, Judi Brown, Lew and Karen Altfest, and Ron Weade, your business-minded child is willing and able to join you in your practice and keep the lights on when you retire. |
Investment Advisor
October 2008
Savita Iyer-Ahrestani |
Not Alone American Beacon's manager-of-managers style produces cheap stocks with growth potential for Adriana Posada's large-cap value fund. |
Registered Rep.
March 1, 2008 |
Independent Together The "RIA-in-a-box" model will attract plenty of wirehouse reps who may have previously balked at the idea of going completely independent, fearing they were unprepared to run their own businesses. |
Financial Advisor
October 2009
Karen DeMasters |
A Police Matter Beacon Financial has worked to attract law enforcement clients. |
Registered Rep.
July 6, 2011
Diana Britton |
Another IBD Shutters; Owner Transfers Reps to Another Subsidiary Independent broker/dealer American Beacon Partners was shut down in May by its parent holding company Beacon Acquisition Partners, which then conducted a mass transfer of the IBD's 90 reps to another of its subsidiaries, Allied Beacon. |
Real Estate Portfolio
Sep/Oct 2006
Charles Keenan |
Keen Eyes Beacon Capital Partners knows a bargain when it sees one. Since its debut eight years ago, the private real estate fund and asset manager has been snapping up office properties at a fast clip, outbidding rivals and paying top dollar. This year is no exception. |
