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Thursday, October 22, 2026The Morning Brief →Sign in
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Northwestern Mutual

In network coverage since October 9, 2026 · 16+ stories
9Deals on our tracker
-5Talent net · 12 months0 in · 5 out
Observed recruiting events · 12 monthsOn the wire →
Net -5 · 0 incoming events · 5 outgoing events
Bast Financial Group
Sep 10 · team liftout
Arrivals
None tracked.
Departures
Yari Capital
Aug 20 · to Carson Group
Kevin Spahn
Sep 3 · to OnePoint BFG Wealth Partners
Cornerstone Advisors
Sep 22 · to LPL
Clear Pointe Wealth Management
Sep 24 · to LPL Financial
Prince Financial Services
Oct 14 · to LPL Financial
Deal recordFull tracker →
Oct 1, 26Deal announcedPhillips Edison & Co. · Grocery Retail Partners I · $378M — coverage
Sep 28, 26Fund launchNorthwestern Mutual Family Office Services — coverage
Sep 28, 26Fund launch — coverage
Sep 28, 26Fund launch — coverage
Sep 28, 26Fund launch — coverage
Sep 28, 26Fund launch — coverage
Sep 28, 26Fund launch — coverage
Sep 28, 26Fund launch — coverage
Sep 24, 26Deal announcedJump — coverage
Network coverage
Data

Advisor moves outnumber announced wealth deals in 30 days; LPL is busiest

Daily Network tracking recorded 732 deal announcements and 642 completed deals in the same period.
Data · Oct 21LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events
Data · Oct 20Kestra, Retirement Planning Group and Raymond James Financial Services trail LPL in 30-day advisor events
Moves · Oct 19LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group
Data · Oct 17LPL leads 30-day advisor activity; Kestra Private Wealth Services is third with 71
Data · Oct 16Ox Road Capital reports $1.1 billion and 93% retention 225 days after UBS exit
Data · Oct 15Advisor moves outnumber breakaways about 17 to 1 in our 30-day count
Features · Oct 15Captrust adds $3B Truist team; Chris Hoge says equity part of deal
Moves · Oct 14LPL adds $1B Seattle team from Northwestern Mutual; Raymond James recruits $350M Georgia practice
move · Oct 14LPL adds $1 billion Seattle team from Northwestern Mutual
Moves · Oct 14LPL adds Prince Financial Services, Seattle team with $1B from Northwestern Mutual
practice · Oct 14LIMRA: Only four in 10 pre-retirees work with a financial professional
Moves · Oct 14LPL adds Seattle's Prince Financial, a $1B team from Northwestern Mutual
Family Office · Oct 12Northwestern Mutual launches Family Office Services for $50 million-plus clients
book · Oct 12Northwestern Mutual study: 83% of boomers, Silent Generation prefer aging at home
Family Office · Oct 9Northwestern Mutual launches family office services for clients with at least $50 million net worth
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