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.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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