Beacon Pointe Advisors, a Newport Beach, California-based registered investment adviser managing $10 billion, has acquired CDA Group, a Greenville, South Carolina-based RIA managing $510 million, and Essex Wealth Management, a Vero Beach, Florida, RIA managing $110 million.
[ESG Video: Making of ‘Flowers in the River’]
CDA partners Joe Schofield, Kent Giguere and Steven Bright are joining Beacon Pointe, as are Essex owners Kerstin Murphy and Michael Himmel.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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