Beacon Pointe Acquires $2.7B RIA From Paris-Based Asset Manager
Yahoo Finance·2026-01-13 14:33

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Beacon Pointe Advisors, a registered investment advisor based in Newport Beach, Calif., has announced its first deal of the year with the acquisition of an RIA previously owned by iM Global Partner, a Paris-based asset management network that bought the firm in 2021.  Litman Gregory Wealth Management has left iM Global to join Beacon Pointe with its staff of 18 people and offices in L ...