Sign up for our latest newsletter:Beacon Strategies, LLC – Broker-Dealer Research & Consulting Group
Beacon Strategies, LLC was founded in 2005 as an independent third party “think tank” providing problem solving skills to address business and technology issues created by evolving business models and practice management needs of broker-dealers.
Since its formation, the firm has expanded its staff and expertise in technology infrastructure planning, change implementation, and advisor-facing applications and reporting systems. Beacon’s clients include Broker-Dealers, Technology Solution Providers and Investment Product Manufacturers. All of our clients receive tangible, actionable advice through our unique perspective that combines qualitative strategic and environmental analysis with quantitative market and product research.
The firm publishes The Beacon Reports, which highlight and statistically analyze trend-line subject matter specific to broker-dealers. The firm also publishes The Beacon 100SM, a series of research reports that comparatively measure a spectrum of solution providers to the financial and securities industries. The firm’s reports focus on strategic and tactical choices facing broker-dealers and advisors in the Front Office, Back Office, and Business Reporting Layers, delivering critical thought-leadership insights.
Services
CONSULTING SERVICES
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Assess your current position through a comprehensive analysis of your systems/processes using our proprietary Lighthouse methodology (Lighthouse Report)
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Prepare commissioned intelligence on specified subject matter (North Star Reports)
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Provide project management: implementation (Consulting)
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Chart a new course to your desired business state (Business Acquisition Linking)
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Communicate your position (Marketing Agency Services)
THE BEACON REPORTS
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Provide independent, unbiased vendor/solution analysis and recommendations (The Beacon 100)
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Avoid scope drift by monitoring prevailing broker-dealer trends (The Beacon Reports)
