other

Northwestern Mutual

In PWD coverage since September 24, 2026 · 16+ stories

5Deals on our tracker

-8Talent net · 12 months0 in · 8 out

Talent flow · 12 monthsOn the wire →

Net -8 · 0 arrivals · 8 departures

Advisor

Sep 24 · team liftout

Advisor

Sep 21 · team liftout

Advisor

Sep 21 · team liftout

Advisor

Sep 21 · team liftout

Advisor

Sep 21 · team liftout

Rebecca Bast

Sep 9 · team liftout

Arrivals

None tracked.

Departures

Jonathan Groberg

Sep 24 · to LPL Financial

Gardner Brown

Sep 24 · to LPL Financial

Ron Hunt

Sep 24 · to LPL Financial

Brian Lifferth

Sep 24 · to LPL Financial

Gardner Brown

Sep 22 · to LPL

Kevin Spahn

Sep 6 · to OnePoint BFG Wealth Partners

Deal recordFull tracker →

Sep 28, 26Fund launchNorthwestern Mutual Family Office Services — coverage

Sep 28, 26Fund launch — coverage

Sep 24, 26Deal announcedJump — coverage

PWD coverage

RIA

FPA rebuilds PlannerSearch to match consumers on mindset and life events

The previous directory, live since 2016, drew search traffic but connected almost no consumers, the association says.

M&A · Sep 30Wealth Enhancement agrees to acquire RWA Wealth Partners, a $22.46 billion Boston RIA

practice · Sep 29Northwestern Mutual opens a 40-specialist family office platform to its advisors

The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives

Features · Sep 29Northwestern Mutual launches family office platform; Citi and Northern Trust hire family office specialists

Family Office · Sep 29Northwestern Mutual launches family office unit inside its advisor model

Family Office · Sep 29Northwestern Mutual launches family office platform for advisors serving clients with $50M+ net worth

Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave

The Close · Sep 25The scarce input in consolidation is now the executive bench

Deals & PE · Sep 25Northwestern Mutual set a price for the software layer: 22,000 advisors

RIA · Sep 25Northwestern Mutual rents the AI layer and keeps the record

M&A · Sep 25Deal counts fell 19%; funded buyers carried the week

RIA · Sep 25Jump rents the same AI to rivals; Altruist owns the record

advisor_note · Sep 25Ameriprise’s retention check is now a recruiting benchmark

the_wrap · Sep 25Captrust and LPL are buying whole practices now

Moves · Sep 24Three Panhandle practices boomerang back to LPL

Northwestern Mutual

FPA rebuilds PlannerSearch to match consumers on mindset and life events

The Morning Brief