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.
Meanwhile, Ameriprise has lured a 28-year veteran advisor away from Merrill in Pennsylvania, and taken over a bank-based investment program from Osaic in Michigan.
The executive order directed at the Department of Labor and the Securities and Exchange Commission also gives an opening to cryptocurrencies and other alternative investments.
New report reveals 95% of affluent investors need to create or update estate plans.
Partnership aims to boost advisor efficiency across its Wealth Lending Network.
The bank's new training initiative aims to add hundreds of advisors as it expands its mass-affluent advice unit, according to Barron's.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
