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Beacon Pointe Advisors has bought Edge Wealth Management, boosting its assets to about $72 billion.

DealRead the original at prnewswire.com
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Houlihan Lokey completed an advisory assignment for Edge Wealth Management's acquisition. The story gives no fee or repeat work, and Beacon Pointe's $72 billion in client assets belong to Beacon Pointe, so it does not show a change in Houlihan Lokey's outlook.

HLI · Houlihan Lokey

AI read · Neutral

The AI's read

The completed work shows Houlihan Lokey took part in an advisory assignment. The story gives no fee or repeat business, and Beacon Pointe's $72 billion in client assets belong to Beacon Pointe, not Houlihan Lokey. That leaves no stated change to Houlihan Lokey's outlook.

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