Peter Shunyia, who managed $150 million at Merrill Lynch in Troy, Michigan, has gone independent and affiliated with LPL Financial.
His practice, Shunyia & Co. Private Wealth Advisors, affiliated through America Group Retirement Strategy Centers, an LPL super office of supervisory jurisdiction.
Shunyia was with Merrill Lynch for 10 years and with Morgan Stanley and predecessor firms for four years before that.
Examiners will scrutinize fee conflicts, complex products and super intelligence threats as broker-dealers face fresh Reg BI and AML reviews
New launches tackle succession planning, AI-driven email management and heir retention ahead of the great wealth transfer
For sellers weighing PE deals, due diligence shouldn't end with the offer on the table – the acquiring platform and the M&A advisor deserve a hard look as well.
South Carolina estate planning firm joins Osaic’s IBD network, citing succession planning tools and multigenerational growth resources.
A new SIFMA and KPMG study of more than 2,100 US investors finds satisfaction high, AI-only trust falling, and demand for human guidance growing across every generation.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
