A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyYou’re reading this editionInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Insurance Capital Daily
Independent Intelligence on Insurance Investment
Monday, September 7, 2026The Morning Brief →Sign in
other

Northwestern Mutual

In PWD coverage since August 20, 2026 · 10 stories
-3Talent net · 12 months0 in · 3 out
Talent flow · 12 monthsOn the wire →
Net -3 · 0 arrivals · 3 departures
Arrivals
None tracked.
Departures
Andy Schwartz
Sep 6 · to Bleakley Financial (now OnePoint BFG Wealth Partners)
Kevin Spahn
Sep 6 · to OnePoint BFG Wealth Partners
Kurt Mattson
Aug 20 · to Carson Group
PWD coverage
the_wrap

OnePoint BFG strips Northwestern Mutual of 18 advisors and $3 billion

The renamed Bleakley Financial absorbed a team and a three-billion-dollar book from the same insurance-owned firm on one Monday, the clearest sign yet that captive distribution has become liftout inventory.
advisor_note · Sep 7Insurance-owned advisor books are the new breakaway pipeline
the_wrap · Sep 7Insurance-owned broker-dealers are the liftout wave's next donors
practice · Sep 4Record millionaire 401(k) count is a client-call list
practice · Aug 31Read retention before you read the growth ranking
book · Aug 25Gen Z saves for retirement, with a sportsbook in the plan
Moves · Aug 21LPL and Raymond James land $590M in advisor moves
Features · Aug 21Independent platforms pull $2.93 billion from legacy employee books
Moves · Aug 20Yari Capital ends 30-year Northwestern Mutual run by joining Carson
Moves · Aug 20Carson Group lands $405M Atlanta practice from Northwestern Mutual
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.