Chris Messick, David Peacock, Alex Taylor and Matt Sibley, who managed $640 million at Northwestern Mutual Investment Services, have gone independent and affiliated with Raymond James.
The team, which operates as Messick Peacock & Associates, is based in Dallas.
Mr. Messick spent 27 years at Northwestern Mutual Investment Services, while Mr. Peacock spent 22 years at the firm. Making the move with them is their five-person executive and administrative team.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
