person
Andy Schwartz
In PWD coverage since September 7, 2026 · 5 stories
PWD coverage
M&A
OnePoint's $400M Tampa buy is a recruiting pitch dressed as expansion
The Bast deal adds a little over 2% to OnePoint's assets, and the terms nobody published are the ones that will price the next team through the door.
Moves · Sep 10OnePoint and Modern are buying channels, not Florida
advisor_note · Sep 7Insurance-owned advisor books are the new breakaway pipeline