Articles & News

The independent firm launched by ex-Sanctuary CEO Jim Dickson has tapped veterans from Summit Financial and BNY Pershing as it transitions an "oversubscribed pipeline" of advisor teams.

Jim Dickson’s RIA investment firm has brought on two new execs to serve as its head of marketing and advisor experience and its head of operations.

The $3.4 billion investment firm has hired Jenna Bloomgarden as head of marketing and advisor experience and Brian Terraciano as head of operations.

Seasoned wealth management professionals each bring decades of industry experience, positioning firm for accelerated growth...

In the rapidly evolving financial landscape, independent RIAs hold a distinct advantage due to their agility. By embracing specific strategies, advisors in the world of independence can drive substantial growth.

In this podcast, Jim and Doug discuss Elevation Point and their unique approach as an accelerator rather than an aggregator in the wealth management industry.

Caitlin Douglas, formerly a managing director at Dynasty Financial Partners, has joined Elevation Point, a recently launched RIA firm, as a founding partner and chief operating officer

Caitlin Douglas is the RIA minority investor's latest hire.

The Minnesota-based firm’s new COO comes with deep experience and a sterling reputation for supporting independent advisor transitions and growth efforts.

Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson’s new firm to lead operations and service.

Kelly Berenbaum has over three decades of experience in the financial services industry and joins Elevation Point from Blue Tree Financial, her own RIA.

Financial Advisor's Alan Prince interviews Elevation Point CEO Jim Dickson about the future of the industry.

Chris Latham reports on the latest additions to our team.

Leo Almazora at Investment News covers our growing team.

Coverage from Andrew Foerch at Citywire RIA.

David Bodamer from WealthManagement.com talked with Bradford Smithy and Robert Tamarkin about joining Elevation Point as founding partners.

Wealth management industry leaders and co-founders Jim Dickson and Mark Penske today announced the launch of Elevation Point, a firm committed to empowering independence-seeking advisors and RIAs as their value-aligned growth partner...

Jim Dickson talks to Investment news about Alt:62.

Jim talks to The Wealth Advisor about the Elevation Point launch.

The word is spreading. We’re getting great press in our favorite publications, like this one from Barron’s and Andrew Welsch.

In this interview with WealthManagement.com, Jim Dickson talks about how his past experiences spurred his vision for Elevation Point.

Citywire's coverage of the launch of Elevation Point, a firm committed to empowering independence-seeking advisors and RIAs as their value-aligned growth partner...

Wealth management industry leaders and co-founders Jim Dickson and Mark Penske today announced the launch of Elevation Point, a firm committed to empowering independence-seeking advisors and RIAs as their value-aligned growth partner...