Deals & People

Focus Financial Partners announced that Hufford Financial Advisors, an independent advisory firm specializing in financial services for dental professionals, has joined the partnership.

The Financial Industry Regulatory Authority (FINRA) selected Gerri Walsh to be President of the FINRA Investor Education Foundation and head of FINRA's Investor Education division. 

Tegrit Group, a provider of retirement plan consulting, administration, and technology services for public and private plan sponsors, has acquired Advisors Pension Services (APS) of Columbus, Ohio.

Callan Associates plans to hire former Richards & Tierney (R&T) investment consulting veterans Ann Posey and John Simmons.

Carol Geremia and James Jessee have been named as Co-Heads of Global Distribution at MFS.

Retirement Solution Group (RSG) announced that the firm will be merging with RWC Pensions. 

Sue Crosby has joined Mercer as a Partner in the firm’s Investment Consulting business, based in New York.

Burns Advisory Group, an Oklahoma City-based wealth management firm, and Dallas-based Executive Financial Group are merging with a combined $600 million in client assets.

Craig A. DeGiacomo has been named Vice President of Institutional Sales and Consultant Relations at Pioneer Investments.

MassMutual's Retirement Services Division has selected Shefali Desai to be National Sales Leader of Emerging Markets.

Greenwich Associates selected John C. Siciliano for the role of Senior Advisor to the firm’s Investment Management Practice, led by Managing Director Robert Statius-Muller.

Mutual of Omaha has expanded its 401(k) product distribution team in the Northeast with two new retirement plan wholesalers, Ken Cappelli and Tom Mirra.

Janus Capital Group Inc. has appointed Susan Oh as senior vice president of the firm’s U.S. Institutional Group, effective October 3, 2011.

Russell Investments has appointed Mark Raskopf as Head of Tactical Trading Strategies on the hedge fund solutions team.

George Fraser, head of The Fraser Group at Morgan Stanley Smith Barney, and Fraser Group advisers, Frederic Amberg and Troy Haugen, are joining LPL’s Retirement Benefits Group (RBG). ...

J.P. Morgan Asset Management announced that Anthony Gould will join the New York/London/Asia Global Fixed Income team as a Senior Client Portfolio Manager.

The UBS Board of Directors has accepted the resignation of CEO Oswald J. Grübel, as the bank tries to recover from its recent trading scandal.  

In an internal memo released today, Andy Seig announced the reorganization of the Global Investment Solutions (GIS) and Retirement Services (RS) teams to form Global Wealth & Retirement...

Essex Investment Management Company, LLC announced Gregory J. Goostray has joined the team as Vice President, Sales and Marketing. 

linkedFA, a social networking site for financial professionals, has hired Eric Levine as its Executive Vice President of National Sales.