Adrian Dunuwila, who manages $186 million in Fayetteville, New York, has switched broker-dealer affiliations from Lincoln Investments to Voya Financial Advisors.
He has joined his son Brendan at Dunuwila Wealth Management, which has been affiliated with Voya.
Adrian Dunuwila has 37 years of experience and had been affiliated with Lincoln since 2004, according to his BrokerCheck report.
LPL has closed 56 deals in its succession program, using $690 million of capital, according to William Blair analyst Jeff Schmitt.
Toronto-based Bank of Montreal has hired a three-decade veteran from Bank of America to lead its newly combined US operation as one of its top leaders plans to step down.
The smartest sellers are prioritizing integration support, not just payout multiples, says industry head.
Unequal life expectancy, emotional decision-making, and market swings are rewriting the rules, forcing a rethink on everything from default plans to annuities.
Meanwhile, Wells Fargo reels in a veteran from JPMorgan in Las Vegas, Nevada.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
