Beacon Pointe Advisors has appointed an experienced leader from Capital Group to support the growth of its retirement plan consulting business.
The California-based RIA overseeing $37 billion in assets announced that it has welcomed Greggory Cowan as a retirement plan business consultant.
Cowan brings over a decade of experience in fiduciary and investment consulting to his new role. Previously at Capital Group, which provides the prominent American Funds line of mutual funds, Cowan served as regional vice president and retirement plan counselor, working closely with advisors to expand retirement plan offerings.
His experience also includes roles as a financial planner at Continuum Consulting Group, where he developed expertise in strategic decision-making and practice management.
At Beacon Pointe, he will focus on helping advisors enhance their retirement plan services while supporting investment outcomes for participants. His responsibilities will also include delivering fiduciary guidance for clients navigating both the accumulation and distribution phases of their retirement journeys.
“Gregg brings tremendous experience from American Funds, where he has consulted and supported advisors grow their retirement plan business for more than a decade,” Mike Breller, managing director of institutional consulting at Beacon Pointe said in a statement Monday. “We are excited about the leadership he will bring to Beacon Pointe’s retirement plan efforts and the contributions he will make to our continued success in this area.”
Beacon Pointe’s Retirement Plan Services Group, established in 2002, provides fiduciary and investment consulting for 401(k) and 403(b) plans, endowments, and other clients.
“Helping advisors grow their practices while improving participant outcomes has been a key focus of my career, and I’m thrilled to bring that focus to Beacon Pointe,” Cowan said.
Cowan's introduction to Beacon Pointe comes just a few short weeks after the firm welcomed Osaic's former CFO Jon Frojen to its own C-suite in November. As Beacon Pointe's new chief financial officer, Frojen will support the firm's growth initiatives while having oversight over key aspects of its financial operations and strategy.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
