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.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
