Senior Product Manager

Retirement industry people moves - 7/24/2026. Daybright Financial appoints chief financial officer; Advisor360 names chief revenue officer; Nationwide Retirement Solutions expands sales leadership; and more. Reported by Daybright Financial appoints Wes Gilbreath as chief financial officer. Wes Gilbreath joined Daybright Financial as chief financial officer, effective July 20. He will serve as the company's principal financial officer. Gilbreath joins Daybright from Integrity Wealth and brings nearly 20 years of experience in the financial services industry. Matt Riordan, who served as Daybright's CFO for the past 18 years, will continue as operating CFO, focusing on ensuring continuity across the finance organization and supporting Gilbreath's transition. Daybright was founded in 2008 and serves more than 22,000 employer groups and 3.6 million plan participants. Advisor360 names ananya Balaram chief revenue officer. Ananya Balaram has joined Advisor360 as chief revenue officer. Balaram will lead the company's revenue strategy with responsibility for sales, customer success and support. Balaram joins Advisor360 with more than 15 years of industry experience. Most recently, he served as chief revenue officer at Vestmark, where he led firm-wide revenue and growth, launched and commercialized new business lines, built scalable operating models and drove long-term enterprise growth. Nationwide Retirement Solutions expands Barbie Walsh's sales leadership role. Nationwide Retirement Solutions Inc. has named Barbie Walsh to lead its combined institutional and consultant relationship teams. In her expanded role, Walsh will oversee both teams and help advance the company's strategy across government and corporate institutional markets. She will report to Brenda Casey Anderson, associate vice president of strategic relationship management and retirement solutions distribution. Walsh previously led institutional markets and most recently served as interim leader of the consultant relationships team. In her prior role as institutional relationship director, se led some of Nationwide's largest institutional and ERISA-qualified client relationships and helped shape the company's institutional service strategy. She brings 27 years of experience in the retirement plans industry spanning operations, relationship management and leadership, including five years at Nationwide. Congruity HR names Arlene Rose as vice president of 401(k) operations. Congruity HR LLC has named Arlene Rose as vice president of 401(k) operations. In her new role, Rose oversees the strategic leadership and execution of retirement plan operations. She also oversees plan administration and regulatory compliance for Congruity HR's clients. Her understanding of multiple employer plan structures allows Congruity HR to offer retirement benefits to growing businesses. Rose previously ran the 401(k) department at Resourcing Edge, of OneDigital, where she managed more than $500 million in assets inside the firm's pooled employer plan. Prudential Group Insurance announces new head of distribution. Brent Ring has been named head of distribution for Prudential Group Insurance, a business of Prudential Financial Inc., according to a recent post on his LinkedIn profile. "In many ways, this role feels like a return to my roots in distribution. I've always believed that strong relationships, deep market expertise and a relentless focus on serving customers are at the heart of our success - and that has never been more true than it is today," he wrote. Ring has spent 13 years with Prudential Financial and transitions from his most recent role as vice president and head of portfolio and growth enablement. Prior to that, Ring served as vice president in account management and vice president of strategy at Prudential. CFP Board selects 2027 board chair-elect. The board of directors of the Certified Financial Planner Board of Standards, Inc. elected Richard Shaw as 2027 board chair-elect at its July meeting. Current Chair-Elect Martin Seay will serve as chair of the board of directors in 2027 and Shaw will become chair in 2028. Shaw has advised individuals and families on investment management, wealth planning and family office services for more than 25 years. Most recently, he served as principal and senior client advisor at Bessemer Trust. Shaw has served on CFP Board's board of directors since 2023. He is the treasurer of Teatown Lake Reservation, a nonprofit nature preserve, and the previously served as chair of Harlem Commonwealth Council. Kenneth Jacobs elected as chair of Vanguard Board of directors. The Vanguard Group Inc. announced that Mark Loughridge will retire from Vanguard's board of directors and the board of trustees for each of the Vanguard funds effective December 31. Kenneth Jacobs has been elected by the boards to succeed Loughridge as the non-executive chairman and John Murphy has been elected to act as lead independent director. Jacobs, who joined Vanguard's board in February, is a senior adviser for Lazard and serves as vice chair of the board of trustees at the University of Chicago and the Brookings Institution. With nearly four decades of experience in global financial services, including as chairman and CEO of Lazard Inc. from 2009 to 2023, Jacobs has broad expertise in corporate strategy, international market development, risk and regulatory matters and technology-driven business. Murphy, who has served on Vanguard's board since 2024, is president and chief financial officer of the Coca-Cola Co. Loughridge served on Vanguard's board since 2012 and was the non-executive chairman since 2024. He is the retired senior vice president and chief financial officer of IBM and also served on IBM's retirement plan committee.

Vanguard launches My Classroom Investor to help students build real-world investing skills. Jul 16, 2026, 09:00 ET Free classroom simulation gives high school educators a ready-to-use program to teach long-term investing concepts VALLEY FORGE, Pa., July 16, 2026 /PRNewswire/ - Vanguard today announced the launch of My Classroom Investor, a free, ready-to-use investment simulation that helps high school educators bring investing education to life in the classroom. Designed for grades 9-12, My Classroom Investor gives students hands-on experience with how investment decisions can play out over time. Through a 30-year simulation based on real-world market scenarios, students make choices about saving and investing, respond to changing conditions, and experience how disciplined decision-making can support long-term financial goals. "We believe every student should have the opportunity to learn how investing can support long-term financial well-being," said Aldustus (AJ) Jordan, Head of Community Stewardship at Vanguard. "My Classroom Investor helps bring Vanguard's mission into the classroom by expanding access to practical investing education and giving students a hands-on way to build confidence in the decisions that can shape their financial futures." The launch comes as more schools add personal finance and investing education to their curricula, with 30 states now requiring a personal finance course for graduation. That shift is creating demand for practical tools that are engaging for students and easy for teachers to use. My Classroom Investor takes a long-term view of investing education, helping students focus on the behaviors that support lasting financial success, including goal-setting, cost awareness, discipline, and balance. The program evaluates student outcomes on the quality of their decision-making, not just returns. The platform is designed to be flexible and teacher-ready, with customizable settings, built-in learning structures, and supporting resources that help educators integrate the simulation into existing lesson plans. My Classroom Investor includes: * A 30-year investing simulation grounded in realistic market scenarios * Decision-based scoring that encourages thoughtful, long-term choices * Customizable settings that allow teachers to adapt the experience for their classrooms * Resources that support educators with or without prior investing expertise Part of Vanguard's broader commitment to advancing financial well-being through education, My Classroom Investor is available at no cost to educators and is designed for teachers and students with no prior investing experience. It builds on the firm's classroom-ready resources, including My Classroom Economy, designed for elementary and middle school classrooms, that helps students practice earning, saving, and spending through an interactive classroom economy. Since its launch, My Classroom Economy has served more than 1.3 million students nationwide. Educators can get started for free at myclassroomeconomy.org. About Vanguard Founded in 1975, Vanguard is one of the world's leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the globe - directly, through workplace plans, and through financial intermediaries. Vanguard operates under a unique, investor-owned structure where Vanguard fund shareholders own the funds, which in turn own Vanguard. As such, Vanguard adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. For more information, visit vanguard.com. SOURCE The Vanguard Group Inc

The Depository Trust & Clearing Corporation launched a live tokenization pilot on 15 July with nearly 40 financial institutions, including BlackRock, Vanguard, JPMorgan, Goldman Sachs, and the New York Stock Exchange. The trial tokenises Microsoft shares, QQQ and SPY ETFs, and US Treasuries. DTCC, which safeguards over $114 trillion in securities, plans to launch its commercial Tokenization Service in October. Unlike wrapped tokens on public blockchains, DTCC's digital assets remain fully backed by securities held in custody, giving holders identical legal ownership, dividend, and voting rights. Participants tested equity trades, Treasury transactions, repo operations, and delivery-versus-payment settlement using tokenised assets. The transactions were executed across DTCC's private Hyperledger Besu infrastructure and the Canton Network.