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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Rebecca Bast

In PWD coverage since September 10, 2026 · 3 stories
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.
M&A · Sep 10OnePoint's $400M Tampa buy is a recruiting pitch dressed as expansion
Moves · Sep 10OnePoint and Modern are buying channels, not Florida
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