About
The Barron’s Advisor rankings team dug deep into the data it collects for the Top 100 RIA Firms list. The results show indie firms settling into three distinct categories: boutique firms, midsize firms, and mega firms. In our latest intelligence report, we describe each category in depth, with the goal of helping independent advisors plot the ways they need to adapt and define themselves in an evolving industry.

In this webinar, Barron's Matt Barthel will interview top-ranked advisors Shannon Eusey, CEO at Beacon Pointe Advisors and Brent Beene, Partner & Wealth Advisor at RegentAtlantic Capital LLC along with Brad Losson, VP & National Managing Director, Relationship Management at Schwab Advisor Services. They will discuss the pros and cons of each RIA model, the importance of defining a target client segment and the type and range of services to be offered to them. Other subjects to be covered include fees, firm ownership, M&A vs. organic growth, and mission statements/value propositions.

When
Wed, Oct 26, 2022 · 3:00 PM Eastern Time (US & Canada) (GMT -4:00)
Presenters
1666025907-801972ff30b0bb5e
Bradley D. Losson, Managing Director, National Relationship Management
Schwab Advisor Services and Retirement Business Services
Mr. Losson leads the Schwab Advisor Services and Retirement Business Services Sales and Relationship Management teams for the U.S. These teams are responsible for the relationship management and business development efforts with Schwab Advisor Services’ and Schwab Retirement Business Services’ existing advisor clients. These RIA and retirement advisor client types include wealth managers, asset managers, multi-family offices, regional independent broker dealers and turn-key asset management providers, retirement advisors, retirement TPAs, and advisors who have departed from other financial institutions to the independent model. In addition to his direct sales, relationship management, and retirement business responsibilities, Mr. Losson heads the Relationship Management Leadership Team, responsible for strategic and business planning, general sales and business management and execution, forecasting, and talent development. Mr. Losson is also a member of the Advisor Services Leadership team. This team is responsible for the overall strategy, leadership, and management of the Advisor Services business for Charles Schwab.
1666026024-f6e4569b1dce5976
Brent Beene, Partner, Chairman of the Board of Directors, and Wealth Advisor
Regent Atlantic
Brent counsels and advises individuals and families on financial planning and investment management. Brent has been with RegentAtlantic since 2005 and serves on the Firm’s Board of Managers. He has a particular focus on the unique planning and investment needs of Business Owners. Passionate about the people and cultures of organizations, Brent launched the Firm’s internal Culture Program and serves as the Firm’s Chief Culture Officer. Additionally, Brent is currently working to complete his Registered Life Planner designation. Prior to joining RegentAtlantic, Brent was with Wealth Builders, Inc. where he also worked with high-net-worth individuals and families.

Brent is a CERTIFIED FINANCIAL PLANNER™ certificant and holds a BBA in Finance and an MS in Personal Financial Planning and Business Administration from Texas Tech University. Brent was one of approximately 50 participants in the state of New Jersey selected to be a member of the 2010 class of Leadership New Jersey and is a Graduate Fellow. In 2015, Brent was named to NJBIZ Forty Under Forty Awards Program.* He has been quoted in numerous financial publications, spoken at multiple venues, and has served in leadership roles in the Financial Planning Association (FPA). Brent, his wife and son live in Westfield and are active with The Seeing Eye, Inc. of Morristown. He is a former member of the Board of the Optimist Club of Westfield and the former Chair of the Church Council for the Westfield United Methodist Church. Brent is also a former member of the Texas Tech Personal Financial Planning Alumni Advisory Board and the Association for Corporate Growth.
1666105200-ac5f60217f09a104
Shannon F. Eusey, Chief Executive Officer
Beacon Pointe Advisors
Shannon is the Chief Executive Officer of Beacon Pointe Advisors, the largest female-led Registered Investment Advisory (RIA) firm in the country serving private clients, foundations, and retirement plans. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management and oversaw the socially responsible investment (SRI) platform for several years. Shannon is a member of the CNBC Financial Advisor Council and is regularly featured in The Wall Street Journal, InvestmentNews, Barron’s, Financial Planning Magazine, among other publications. In 2018 she was presented with the UC Irvine Lauds & Laurels Award and in 2017 the Orange County Business Journal Women in Business Award. Through Shannon’s passion for financial education, she is a founding member of the Beacon Pointe Women’s Advisory Institute (founded in 2011) and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories. Shannon graduated from the University of California, Irvine where she played Division I Volleyball and she received her MBA from the University of California, Los Angeles Anderson School of Business. Shannon is a member of the Young Presidents Organization (YPO) for the Orange County Chapter, and serves or has served on numerous boards including the Pacific Mercantile Board of Directors, the UCI Athletic Fund Board, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, as well as Scratchworks, a FinTech accelerator that connects innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry. As a dedicated philanthropist, she has also served on the Children’s Hospital of Orange County Professional Advisory Committee, the Investment Committee of Sisters of St. Joseph in Orange, and served as the Executive Director of the HALO Foundation. Shannon is married, has four children, and lives with her husband in Newport Beach, California.
1613691877-f40f827a562d5ffd
Matthew Barthel
Executive Editor, Dow Jones Wealth and Asset Management
Matt is Executive Editor in the Dow Jones Wealth and Asset Management group, overseeing the industry-leading financial advisor rankings at Barron’s magazine. A financial journalist for over 30 years, Matt started his career at American Banker, covering consumer payment systems and financial technology. Matt also has worked at Registered Rep. magazine and the digital marketing firm Digitas. Matt joined Barron's in 2007. Matt has a B.A. in English from the University of Notre Dame, and he is utterly humorless on the subject of his alma mater's football team.
1666740964-2770652c5186627e
Jack Otter, Global Head, Wealth & Asset Management
Barron's Group
Jack is the Global Head of Wealth and Asset Management at Barron’s Group. Previously, Jack was the Editor-at-Large for Barron’s Group and the Executive Editor of Barrons.com, where he assigned and edited articles, promoted the site through social media and built a video operation. Jack launched Barron’s Next, a new site aimed at millennials. Jack is the author of Worth It…Not Worth It: Simple and Profitable Answers to Life’s Tough Financial Questions (Hachette). Before coming to Barron’s, Jack was executive editor of CBS MoneyWatch.com, and he has 18 years of experience as a business journalist, having been features editor of SmartMoney magazine and a columnist at Newsday. Jack has written for The Wall Street Journal, O magazine, Men’s Health and The New Yorker. Jack frequently appears on television to talk about investing and personal finance, and has been seen on NBC's “Today,” CBS “This Morning,” CNN, CNBC and Fox. Jack currently hosts “Barron’s Roundtable,” an all-new show on FOX Business News.
Register To Watch Recording
Full name*
Email Address*
Company Name*
I agree to receive updates and special offers from Schwab Advisor Services. I can unsubscribe at any time.
By registering for this event, I agree to the Dow Jones' Privacy Notice and Cookie Notice.