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Friday, September 11, 2026The Morning Brief →Sign in
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Andy Schwartz

In PWD coverage since September 7, 2026 · 6 stories
PWD coverage
Moves

Northwestern Mutual loses $5 billion to OnePoint BFG

Two insurance-affiliated teams moved a combined $5 billion to OnePoint BFG Wealth Partners in one week, suggesting the breakaway wave has reached the insurance-owned wealth channel.
M&A · Sep 10OnePoint's $400M Tampa buy is a recruiting pitch dressed as expansion
Moves · Sep 10OnePoint and Modern are buying channels, not Florida
the_wrap · Sep 7OnePoint BFG strips Northwestern Mutual of 18 advisors and $3 billion
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
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