Deals & People

Lincoln Financial Group Retirement Plan Services expanded its Plan Sponsor Experience Team. 

Brian Layton has been appointed senior vice president and head of Neuberger Berman’s Boston-based wealth management group.  

The DiCiaccio and LaMothe-Gonzalez Groups have joined Snowden Capital Advisors LLC.

CPI Qualified Plan Consultants named Ivette Dominguez as divisional vice president for the Northeast division.

Bob Doll was appointed chief equity strategist and senior portfolio manager at Nuveen Investments.

After nearly four years in office, SEC Chairman Mary L. Schapiro announced she will step down, effective December 14, 2012.

Christina Gregory has been named divisional vice president for CPI Qualified Plan Consultants’ Central/Southeast Division.

Ascensus has agreed to acquire ExpertPlan, headquartered in East Windsor, New Jersey.

PrimeVest Financial Services and Regions Bank announced their agreement for PrimeVest to provide advisory services at Regions bank branches.

Advisor Group expanded its relationship with National Financial, a unit of Fidelity Investments and a provider of clearing and custody services to broker/dealers.

Todd Vollmer has been appointed to head of sales at Matrix Financial Solutions, a Broadridge Financial Solutions  company.

Level Four Group, an independent adviser group, has affiliated with the LPL Financial broker/dealer and hybrid registered investment advisory (RIA) platforms. 

Michael L. Davis has joined Prudential Retirement as senior vice president and head of its stable value business.

Ellen Turf, chief executive of the National Association of Personal Financial Advisors (NAPFA), said she will leave the organization in August 2013.

Milla Krasnopolsky has joined Mercer’s Financial Strategy Group as a senior consultant and lead strategist for dynamic de-risking solutions.

Financial Engines promoted Larry Raffone to president.

Laura Cali has been hired as a relationship manager with MassMutual’s Retirement Services Division.

The companies of OneAmerica selected Duane Jeffers as regional sales director for retirement business in Michigan and Northwest Ohio.

Amy Mathis has joined Calvert Investments as director of relationship management.

Alan Goldfarb, chairman of the board for the Certified Financial Planner Board of Standards, resigned his post effective immediately.