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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. ....

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Former Brinker CEO Noreen Beaman Joins Commonwealth Board

Noreen Beaman enters the next chapter of her career, which includes a place on Commonwealth’s advisory board. ....

Sanjiv Mirchandani , Mark Tibergien , Noreen Beaman , Orion Advisor Solutions , National Financial Services , York University , Commonwealth Financial Network , Pershing Advisor Solutions , Brinker Capital , New York University ,

Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'

The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes. ....

Noreen Beaman , Eric Clarke , Brad Shepard , Charles Widger , Star Financial Services Group , Orion Advisor Solutions , Orion Advisor Services , Brinker Capital , Advisor Client Journey , Brinker Capital Investment Destinations , Chairman Charles Widger , Strategy Officer Brad Shepard , North Star Financial Services Group ,

Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'

The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes. ....

Noreen Beaman , Eric Clarke , Brad Shepard , Charles Widger , Star Financial Services Group , Orion Advisor Solutions , Orion Advisor Services , Brinker Capital , Advisor Client Journey , Brinker Capital Investment Destinations , Chairman Charles Widger , Strategy Officer Brad Shepard , North Star Financial Services Group ,

RIA tech stacks: Can't we all just get along?

In the tech world, integration will not only help you “future proof” your tech stack, but also help make any tech missteps easier to fix. ....

Aaron Klein , Noreen Beaman , Ted Obrien , Orion Planning ,