A team including seven financial planners and managing $400 million at Northwestern Mutual has formed Unique Wealth in St. Petersburg, Florida.
The registered investment advisory will use Pershing as its custodian and has affiliated with Dynasty Financial Partners.
The firm is led by Curtis H. Parry Jr., and its professionals include John Mosher, Tim Bartlett, Jessica Holbin and Jeff Sievers.
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.
