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Friday, September 25, 2026The Morning Brief →Sign in
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Northwestern Mutual

In PWD coverage since August 21, 2026 · 16+ stories
-8Talent net · 12 months0 in · 8 out
Talent flow · 12 monthsOn the wire →
Net -8 · 0 arrivals · 8 departures
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
Ron Hunt
Sep 24 · to LPL Financial
Gardner Brown
Sep 24 · to LPL Financial
Brian Lifferth
Sep 24 · to LPL Financial
Jonathan Groberg
Sep 24 · to LPL Financial
Gardner Brown
Sep 22 · to LPL
Kevin Spahn
Sep 6 · to OnePoint BFG Wealth Partners
PWD coverage
advisor_note

Ameriprise’s retention check is now a recruiting benchmark

One-time, taxed cash is now measured against equity that gets priced at the next transaction, and this quarter’s moves show advisors doing that math.
the_wrap · Sep 25Captrust and LPL are buying whole practices now
Moves · Sep 24Three Panhandle practices boomerang back to LPL
The Close · Sep 22The next RIA premium is integration capacity
Moves · Sep 22LPL's weekly recruiting cadence is now the product
Moves · Sep 22LPL's real prize in Salt Lake City is the bench
Data · Sep 12174 liftouts, 16 breakaways: wealth's unit of trade is now the team
Moves · Sep 11Northwestern Mutual loses $5 billion to OnePoint BFG
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
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
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