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.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
