ria
OnePoint
In PWD coverage since September 12, 2026 · 1 story
+3Talent net · 12 months3 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +3 · 3 arrivals · 0 departures
Arrivals
Rebecca Bast
Sep 10 · from Bast Financial Group
Andy Schwartz
Sep 6 · from Northwestern Mutual
Kevin Spahn
Sep 6 · from Northwestern Mutual
Departures
None tracked.
PWD coverage
Deals & PE
Vanguard's $4.6 billion buys the account rail
The tool that drafts the plan decides where the account lands, and Vanguard now owns the moment in between.