As 2024 Election Day results unfold, the wealth management industry is closely examining how changes in Washington, D.C. could affect everything from market dynamics to tax policies and regulatory landscapes. Historically, the broader market tends to perform well over...
What are the key differences between index funds and actively managed mutual funds? For each, there are distinct characteristics and suitability for different investors. In simple terms, index funds are passively managed and try to match the performance of market...
"Despite the potential downsides, alternative strategies’ ability to generate positive returns or at least minimize losses during market downturns can be particularly valuable. This is especially true for retirees who rely on their portfolios for income and need...
AlphaCore’s Founder & CEO, Dick Pfister, joins WealthManagement.com’s RIA EdgePodcast with host David Armstrong to discuss the firm’s unique investment approach and growth journey. Dick shares insights from his early experiences in the financial industry, the...
New Partnership Brings Additional Expertise and Resources to Support a Growing Client Base in Colorado La Jolla, CA, October 16 2024 - AlphaCore Wealth Advisory (“AlphaCore”), a California-based, SEC registered investment adviser (RIA) firm, announced today the merger...
Expertise plays a crucial role in successfully navigating the complex landscape of financial preparation within retirement planning, where knowledgeable decision-making can significantly impact long-term financial security. AlphaCore Wealth Planner Troy Owens was...
The onset of a new year presents an excellent opportunity to potentially optimize your wealth planning strategy. The San Diego Union-Tribune sought insights from Dick Pfister, CAIA, CEO and founder of AlphaCore Wealth Advisory, to help investors build wealth in...
Earlier this month, AlphaCore Wealth Advisory in California secured a strategic investment from Constellation Wealth Capital, an alternative asset management platform, marking Constellation's inaugural investment since its establishment in early 2023. To explore the...
After previously announcing intentions to raise $1 billion for a private equity fund targeting minority, non-controlling stakes in RIAs and wealth advisory platforms, Constellation Wealth Capital has selected AlphaCore Wealth Advisory to become its inaugural capital...
Constellation Wealth Capital, Karl Heckenberg's RIA minority investing firm, has officially completed its first deal following its launch earlier this year: a strategic investment in AlphaCore Wealth Advisory. Citywire spoke with AlphaCore CEO and founder Dick...
For the past twenty-five years, Dick Pfister, CAIA, founder and CEO of AlphaCore Wealth Advisory and La Jolla resident, is committed to helping families build their wealth. Acknowledging this dedication, La Jolla Light recently spotlighted Pfister, AlphaCore and the...
2023 has been a year of growth and expansion for La Jolla-based AlphaCore Wealth Advisory. Earlier this year, the firm completed two acquisitions, Connecticut-based Magnolia Lane Financial Advisors and Denver-based Johnston & Associates – marking five acquisitions...