Deals & People

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

Daniel Leger joined Akre Capital Management LLC as head of strategic planning and client services to help the firm expand its institutional investor business.

LPL Financial LLC, an independent broker/dealer and RIA custodian, added 360 Financial to its custodial and broker/dealer platforms.

Fiduciary Investment Advisors (FIA) opened a new office in Kennebunk, Maine.

ING U.S. Inc., soon to be rebranded as Voya Financial Inc., named Stephen Keating as head of large corporate market sales for its retirement solutions business.

Markus Krygier joined Strategic Investment Group as a managing director.

The Wagner Law Group announced the additions of William Scogland to its new Chicago office and Ellen Stone to its existing Boston office.

Custodia Financial has added Erika Chavez to manage the company’s Retirement Loan Eraser program.

Last week, Verisight, Inc. announced it is acquiring retirement and benefit plan service provider DailyAccess Corporation and its subsidiaries.

Three new hires have joined Forward Management LLC, including Eric Sagmeister as portfolio manager, John Palmer as senior analyst, and Robert Rosner as regional sales director.

USI Consulting Group hired Michelle Rubin as a senior actuarial consultant in its defined benefit practice.

Verisight Inc. is acquiring retirement and benefit plan service provider DailyAccess Corporation, and its subsidiaries, InterServ, LLC and DailyAccess Health and Welfare, LLC.

Ron O’Hanley, who heads asset management and corporate services at Fidelity Investments, will leave the firm at the end of February.

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.

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....

Investment management firm PIMCO appointed a new portfolio management and executive leadership team.

Bradd Donovan joined Securian Retirement’s sales team in Southern California.

Cameron MacLeod joined actuarial and benefits consulting firm Nyhart to lead its national retirement plan growth initiative.

Graystone Consulting, a business of Morgan Stanley, hired a team of eight investment professionals to serve institutional and individual clients in Southern California.

RCS Capital Corporation (RCAP) will purchase J.P. Turner & Company LLC, an independent broker/dealer and investment banking firm, and its affiliated advisory company for $27 million in aggregate...