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.
Frank Bisignano adds oversight of the child savings program as advisors weigh its place in family financial plans.
Inflation delays treatment while insured patients still fight for medication access
Public support grows for policies that spread AI’s financial gains beyond tech companies.
Investment banking fees rose 30% on a wave of IPOs and megadeals, led by the largest public listing on record.
Series A funding from Portage, Bain Capital, and other investors will fuel data tools designed to speed advisor transitions and cut onboarding delays across wealth firms.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
