Beacon Pointe, BIP Wealth, Raymond James, Unveil 850M+ Deals

Published on October 7, 2025

Beacon Pointe Advisors will buy Maryland-based The Family Firm, while BIP Wealth is purchasing Georgia-based Prehmus Financial Partners. Meanwhile, an Arizona-based team is joining Raymond James’ independent advisor channel.

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12 Investment Must Reads for This Week (Oct. 7, 2025)

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Kitces.com featured a post from Clearnomics’ James Lieu on 10 market themes for client conversations in the fourth quarter. ETF.com’s Sumit Roy explains the work that ETF issuers still need to do after receiving approval to offer dual-class shares. These are among the investment must-reads we found this week for financial advisors.

A Framework for Inviting Bitcoin into Portfolios

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Whenever a new asset class emerges, education must come before allocation.