Deals & People

Structural Shakeup at Ascensus

Retirement plan services provider Ascensus created a new organizational structure to support the firm’s growth expectations in the retirement and college savings space.

Oppenheimer Shakes Up Distribution Group

Investment services firm OppenheimerFunds launched a unified distribution organization that features realigned channel segmentation and increased customization to support new growth strategies.

Broadridge Starts CFO Search

Dan Sheldon, chief financial officer (CFO) for Broadridge Financial Solutions Inc., stepped down from his executive role and will leave the firm in April.

Focus Financial Partners Adds Advisers

Christopher Englebert and Daniel Reitz have joined Beirne Wealth Consulting (BWC), a Milford, Connecticut-based consulting firm and member of Focus Financial Partners LLC’s independent wealth management network.

OneAmerica Names New CEO

Financial and retirement services provider OneAmerica announced that J. Scott Davison will become the company’s new CEO on April 1, upon the retirement of current CEO Dayton H....