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RIA Roundup: Meketa Capital Family Office Investment, Board Members

Meketa Capital gets investor; Cetera, Snowden Lane announce deals; SEIA hires new head of wealth transfer.

United statesKansas cityNew yorkNew hampshireCentury cityApril rosenberryChuck widgerMichael bellBrian holmesBrian dightmanTim odenNoreen beamanLos angelesAshley widgerDightman capital groupCharles schwab

Regional Bank ETFs Hurt by NYCB Troubles

Analysts debate whether regional banks face another round of failures.

New yorkUnited statesNick codolaAlexander yokumSumit royYang tangSignature bankYork community bancorpSilicon valley bankRegional bank etfs face headwindsShares regional banksNew york community bancorpFirst republicBrinker capitalIndice tangRegional banks

Bulk deals: Smallcap World Fund sells Rs 336 64 crore stake in Polycab, almost 50 lakh shares exchange hands in Samhi Hotels

Samhi Hotels shares changed hands in the bourses today as Sarvara Investment Fund I sold 49.97 lakh shares at Rs 185 per share while Abu Dhabi Investment Authority bought 50 lakh shares at Rs 185

Abu dhabiAbuz abyUnited arab emiratesDestinations international fundSarvara investment fundSamhi hotelDestinations international equity fund of brinker capitalDestinations internationalSamhi hotelsGlobal emerging markets equityAbu dhabi investment authoritySmallcap world fundSmallcap worldPolycab indiaDhabi investment authorityEmerging markets equity trust

Wolfsen s Roadmap for Orion | Wealth Management

Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s businesses.

New yorkUnited statesScott hansonAaron kleinAllworth pat mcclainNatalie wolfsenBrian mclaughlinSmartx evan rapoportEric clarkeOrion advisor technologyAmazon web service redshiftOrion advisor solutionsEvan rapoportPat mcclainJohn wiseBrinker capital

Mindy Diamond on Independence: Orion s Eric Clarke

Eric Clarke, Orion's outgoing CEO, shares his journey from the founding of the company, the firm’s growth and perspectives on the future of wealth management.

Patrick clarkeNatalie wolfsonEric clarkeLouis diamondOrion advisor servicesOrion portfolio solutionsOrion advisorOrion advisor techBrinker capitalPortfolio solutions

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