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.
As a tsunami of retirees comes crashing in, three-fifths of those surveyed believe – wrongly – that the federal safety net will cover their LTC needs.
Counting advisor moves in and out of firms requires some art as well as science.
Orion's latest update, a partnership with 11th.com, focuses on an underserved area of compliance for advisors and wealth firms.
The latest arrivals, including a 10-advisor ensemble from Ameriprise, bolster the firm's independent contractor and employee advisor channels.
The firm has also appointed Mike Downing and Sean Brennan as co-presidents to its US operations as it looks to proceed with an ambitious five-year growth plan.
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
