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Tuesday, September 15, 2026The Morning Brief →Sign in
firm

Bleakley Financial

In PWD coverage since September 7, 2026 · 4 stories
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
Andy Schwartz
Sep 6 · from Northwestern Mutual
Departures
None tracked.
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.
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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