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.
Survey reveals how cutting through the noise is advisors' superpower.
Gen X is a powerful cohort that controls huge wealth but also faces retirement challenges.
Plus, a $400 million Commonwealth team departs to launch an independent family-run RIA in the East Bay area.
“I respectfully request that all recruiters for other BDs discontinue their efforts to contact me," writes Thomas Bartholomew.
The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
