Beacon Pointe Crosses $25 Billion in AUM with 14 Deals in 2021

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  • 05 mins 54 secs
Beacon Pointe closed out 2021 with a total of 14 acquisitions amounting to more than $7 billion in AUM. One of those deals was Century Wealth Management in Memphis, marking Beacon Pointe's first office in Tennessee. Partner and Managing Director Jay Healy walks us through the transition process and shares why the merger was a good cultural fit.
Channel: RIA TV
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Thrivent Asset Management

Thrivent Asset Management offers actively-managed funds with a track record of competitive performance. For more than half a century, we have used long-term investment approaches to unearth future opportunities for you and your clients. Our fund family provides accumulation and distribution strategies designed for all risk tolerances.
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