Shop Talk: A case study in RIA acquisitions

Institutional Real Estate, Inc. Podcast show

Summary: It has been M&A mania among RIAs for several years, and among the players has been Beacon Pointe Advisors, making a dozen acquisition during the past decade — including its acquisition of Heller Wealth Advisors earlier this year. Shannon Eusey, founder and CEO of Beacon Point, and Matt Cooper, president and founding partner of the firm, join us to discuss the M&A trend and process. (08/2019)