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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.

The new Housing Act won't stop investors in Berkeley County. What does the new ROAD to Housing Act mean for Berkeley County? The 21st Century ROAD to Housing Act, signed into law in July 2026, stops large institutional investors from buying more existing single-family homes starting January 7, 2027. It does not stop those same investors from building new rental housing, and Berkeley County already has two build-to-rent developments underway, a 114-unit project at Nexton and a 450-unit project at Point Hope on Clements Ferry Road, that show exactly how investors plan to keep growing under the new rules. If you're competing for an existing home, this is a real, near-term positive. If you were hoping this law would meaningfully expand homeownership access, the build-to-rent carve-out means it mostly redirects investor growth into rentals instead of slowing it down. By Brett Kelley | July 23, 2026 Every time a housing bill makes national news, I hear some version of the same question from clients: does this actually change anything for me? This one is worth walking through carefully, because the headline and the fine print tell two different stories, and the fine print is already showing up a few miles from where you're probably reading this. What the ROAD to Housing Act actually restricts. The law defines a "large institutional investor" as any entity that owns or manages 350 or more single-family homes. Starting January 7, 2027, those investors can no longer buy additional existing single-family homes on the open market. The penalties are real: the greater of $1 million or three times the purchase price, per violation. That is a meaningful change for anyone who has felt outbid by an all-cash institutional buyer on a starter home in the $300,000 to $450,000 range. It targets exactly the segment of the market where individual buyers and large investors compete most directly for the same listings. The carve-out nobody's talking about. Here's what the restriction does not do. It does not require any investor to sell homes they already own, there is no divestment requirement anywhere in the bill. And it explicitly exempts build-to-rent purchases: an investor can still buy, build, or build and retain unlimited newly constructed single-family homes, as long as they're managed as rental property instead of sold individually. In other words, the law closes the front door on buying your neighbor's house out from under you, and leaves the side door open for building an entire rental community next door instead. Industry analysts flagged this as the likely workaround almost as soon as the final bill text became public, and Berkeley County is already showing how it plays out. Berkeley County is already living this loophole. Two build-to-rent developments are under construction in Berkeley County right now, and both fit the build-to-rent exemption exactly: * Nexton Townhomes in Summerville: 114 rental units built by Woodfield Development in partnership with Prudential Financial's PGIM division, two- to four-bedroom layouts between 1,788 and 2,401 square feet, with pool and fitness amenities. Completion is expected in late 2027. * LC Point Hope off Clements Ferry Road: 450 rental units, apartments and townhomes, built by Lifestyle Communities, a Columbus, Ohio developer, one- to three-bedroom layouts averaging 1,200 square feet, plus 15,000 square feet of retail space. First units are expected in May 2027, with full completion by April 2028. That's roughly 564 units of institutional rental housing landing in one county before the new investor restriction even takes effect. Neither project competes with you for an existing resale listing. Both compete for the same tenants who might otherwise be your future move-up buyers, or who might otherwise be saving toward a down payment instead of renewing a rental lease. It's not hard to see why investors are pointed at Berkeley County specifically. Google has committed $9 billion toward expanding its campuses across Berkeley and Dorchester counties, and that kind of employer-driven demand is exactly what institutional capital chases when it decides where to build. What this actually means if you're buying, renting, or selling here. If you're a buyer trying to land an entry-level home in Hanahan, Goose Creek, or Summerville, the investor restriction is genuinely good news starting in 2027. One category of buyer you've been losing bidding wars to will legally be out of the pool for existing resale inventory. That's one less competitor on your offer, not zero, since 350-plus-home investors were never the only competition you faced, but it's a real shift. If you're on the seller side of an entry-level home, the read is more mixed. Institutional buyers have been part of the demand pool competing for well-priced homes under $450,000 in pockets of Hanahan, Goose Creek, and North Charleston. Losing part of that competition in 2027 doesn't crash demand, individual buyers and relocating households remain the core of this market, but it does mean you can't count on an investor backstop the way sellers sometimes could over the last few years. Pricing accurately for today's buyer pool matters more than ever with active inventory sitting above 5,500 homes across the tri-county. If you're weighing whether to keep renting or start buying, it's worth being honest about what this law does and doesn't change. It adds rental supply. It does not add ownership opportunities. Running your own rent-versus-buy numbers still matters more than any single piece of legislation, because a growing supply of institutional rentals can keep rents more competitive in the short term while doing nothing to close the gap between what you'd pay to rent and what you'd build in equity by owning. And if you've been paying attention to how investors operate here, whether out of curiosity or because you're thinking about buying a rental property of your own someday, the strategies institutional investors use are worth understanding even when you're not competing with them directly. They tend to be early, disciplined signals of where demand is heading next. None of this plays out the same way for every buyer or seller. Your timeline, your price range, and which submarket you're watching all change how much this law actually affects your search. That's exactly the kind of thing worth running through with someone who's watching these projects break ground in real time, not reading about them after the fact. The short version: the ROAD to Housing Act genuinely limits institutional buyers on existing Charleston tri-county homes starting in 2027, and that's worth knowing if you've felt squeezed out by cash offers. But it was never designed to slow investor growth altogether, and Berkeley County's two build-to-rent projects prove that out before the ink is even dry. If you're trying to figure out what this means for your specific search, let's get you on the VIP Home Search so you're seeing the right listings first, ahead of the competition this law doesn't touch. Want to talk through your specific situation? Grab a time with me here: https://calendly.com/brett-treatrealty/discovery-call-with-brett. About Brett Kelley Brett Kelley is a licensed South Carolina REALTOR and the owner of The TREAT Team, serving buyers and sellers across the Charleston tri-county area of Charleston, Berkeley, and Dorchester counties. A REALTOR since 2016, he has helped hundreds of families buy and sell homes and specializes in listing and seller representation. Connect with Brett at findhomessc.com. FAQs. The 21st Century ROAD to Housing Act is a federal housing law signed in July 2026. Its restriction on large institutional investors, entities owning 350 or more single-family homes, buying more existing homes takes effect January 7, 2027, with penalties up to the greater of $1 million or three times the purchase price per violation.

Prudential Advisors welcomes two advisors with over $300M in assets. by Prudential Advisors July 22, 2026 Keith Loegering and Brian Montalbano join existing teams at Prudential Advisors to leverage greater independence, growth opportunities and enhanced client support. NEWARK, N.J., April 7, 2026 /PRNewswire/ - Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU), continues to attract successful financial advisors with the addition of Keith Loegering and Brian Montalbano. Loegering has joined the Pacific Financial Group from RBC Wealth Management and will be opening an office in San Rafael, California. Montalbano, a former Synovus Securities advisor, has joined the Greater Florida Financial Group and will open an office in Port Charlotte, Florida. Combined, the two advisors represent more than $300 million in total client assets. "Building on the momentum we saw last year, we continue to bring well-established, successful advisors to Prudential Advisors," said Patrick Hynes, president of Prudential Advisors. "Keith and Brian were both looking for the high level of service, support and independent flexibility that defines our operating model and culture. Congratulations to Pacific Financial Group and Greater Florida Financial Group on their ongoing expansion that is increasing Prudential Advisors' presence and enabling us to help more people plan for their future." Keith Loegering Loegering has been a financial advisor since 1996, joining the Prudential Advisors organization after building successful practices at RBC Wealth Management and Merrill Lynch. Looking for more flexibility to do what is best for clients, Loegering chose Prudential Advisors and Pacific Financial Group for their supported independence model, as well as enhanced technology and investment capabilities. "I couldn't be more thrilled to have Keith as a partner with our team," said Brendan Snyder, managing director, Pacific Financial Group. "Yes, he runs a great practice, but more importantly, he fits our client-focused culture, and we look forward to working with him and supporting his business growth." Brian Montalbano Montalbano has been working in the securities and financial services industry since 1995 and was with Synovus Securities before joining Prudential Advisors. He made the move because he wanted to align with a business practice that enabled him to work more freely with his clients while still providing the necessary support to maintain high service standards. Montalbano also values the well-respected Prudential brand and the field support that can drive the vision he has for the future of his business. "We are excited to welcome Brian into the Greater Florida Financial Group," said Mark Sears, managing director. "He brings a wealth of knowledge and experience in financial planning, while providing high-end, comprehensive solutions for his clients. We are looking forward to working alongside with Brian and his practice for years to come." ABOUT PRUDENTIAL ADVISORS Prudential Advisors supports the growth and success of more than 3,000 financial advisors across the country, backed by local field leaders and associates in our headquarters. The business enables financial advisors to help their clients build wealth and meet financial goals through personalized advice and comprehensive solutions. For more information, please visit advisors.prudential.com. ABOUT PRUDENTIAL Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.6 trillion in assets under management as of Dec. 30, 2025, has operations in the United States, Asia, Europe, and Latin America. Prudential's diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential's iconic Rock symbol has stood for strength, stability, expertise, and innovation for over 150 years. For more information, please visit news.prudential.com. (C) 2026 Prudential Financial, Inc. and its related entities. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide. 1090752-00001-00 SOURCE Prudential Advisors Related Resources Jul 22, 2026 Jul 21, 2026 Jul 16, 2026 Jul 15, 2026