A two-adviser team with more than $380 million in assets under management has switched affiliation from Wells Fargo Advisors to Commonwealth Financial Network’s network of independent financial advisers.
Dana Pollard and Justin Mishacoff of Woodbury, Minnesota-based Lumitas Wealth Strategies bring more than 40 years of combined experience in financial services and wealth management, Commonwealth said in a press release Tuesday.
Lumitas offers goals-based value planning for individuals, families and executives.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
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Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
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