Deals & People

Law firm Seyfarth Shaw announced the expansion of its Employee Benefits&Executive Compensation department with the addition of nine attorneys and staff from the firm of Epstein, Becker&Green, P.C.

Oppenheimer&Co. is opening and expanding branches with financial advisers formerly associated with the Stanford Group.

Nine female financial advisers from across the country were named to lead Securian Financial Group’s Women’s Interactive Sales Exchange (WISE) Council.

For the second time in about two weeks, UBS said it has lured away a Smith Barney advisory group.

Pauline Sobelman has been appointed vice president—benefits consultant for Lockton in the firm’s northeast operations, based in New York City.

The American Society of Pension Professionals&Actuaries (ASPPA) announced that attorney Craig Hoffman is joining the staff as general counsel and director of regulatory affairs.

OppenheimerFunds has combined all segments of OppenheimerFunds’ retail retirement businesses into one unit and appointed Kathleen Beichert to lead it.

CAPTRUST Financial Advisors has reached out in another direction for its second big acquisition of 2009.

Retirement plan service provider DailyAccess Corporation has opened a Midwest regional office in suburban Detroit, Michigan.

Matthew H. Scanlan has joined Renaissance Technologies LLC as Renaissance Institutional Management LLC’s president and CEO, the New York firm announced.

Manny Weiss is joining Mercer as a portfolio manager for domestic equity strategies and Wilson Berglund is joining Mercer as a senior analyst in fixed income, the company...

Fidelity Investments named Sanjiv Mirchandani as president of National Financial, a provider of clearing, custody, and brokerage solutions.

Prudential Financial Inc. has named Clifford Axelson, a former senior vice president for Callan Associates, a managing director for its Strategic Solutions Group.

Paul Reilly will succeed Thomas James as president and CEO of Florida-based Raymond James Financial.

Hewitt Associates clients will soon see a familiar face: Ari Jacobs has rejoined the company as the North American Retirement Solutions Leader, the company said.

John Costas, the former head of UBS’s investment bank, is setting up a full-service boutique in New York for institutional clients, according to news reports.

UBS announced this morning that Oswald J. Grübel replaced Marcel Rohner, who has resigned, as the company’s Chief Executive Officer.

Robert J. Callanan, Jr. has been named a Managing Director at UBS, supporting corporate plan sponsors and providing wealth management and education services to their stock plan employees...

Forward Management, LLC, investment adviser to the Forward Funds, will add the Kensington Funds from the Kensington Investment Group, Inc., to the Forward Funds series.

Corporate Synergies Group (Corporate Synergies), a benefits consultant and brokerage firm, announced that it has expanded into Columbia, Maryland.