other
Barron's
In PWD coverage since August 14, 2026 · 2 stories
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Beverly Goodman
Apr 19 · to Vanguard
PWD coverage
RIA
Security Benefit's Blueprint annuity lands on Barron's 2026 best list
The three-year surrender charge is the feature RIAs should weigh most.