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Monday, September 7, 2026The Morning Brief →Sign in
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Andy Schwartz

In PWD coverage since September 7, 2026 · 3 stories
PWD coverage
the_wrap

OnePoint BFG strips Northwestern Mutual of 18 advisors and $3 billion

The renamed Bleakley Financial absorbed a team and a three-billion-dollar book from the same insurance-owned firm on one Monday, the clearest sign yet that captive distribution has become liftout inventory.
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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