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Northwestern Mutual

In network coverage since October 9, 2026 · 16+ stories

9Deals on our tracker

-5Talent net · 12 months0 in · 5 out

Observed recruiting events · 12 monthsOn the wire →

Net -5 · 0 incoming events · 5 outgoing events

Bast Financial Group

Sep 10 · team liftout

Arrivals

None tracked.

Departures

Aug 20 · to Carson Group

Sep 3 · to OnePoint BFG Wealth Partners

Cornerstone Advisors

Sep 22 · to LPL

Clear Pointe Wealth Management

Sep 24 · to LPL Financial

Prince Financial Services

Oct 14 · to LPL Financial

Deal recordFull tracker →

Oct 1, 26Deal announcedPhillips Edison & Co. · Grocery Retail Partners I · $378M — coverage

Sep 28, 26Fund launchNorthwestern Mutual Family Office Services — coverage

Sep 28, 26Fund launch — coverage

Sep 28, 26Fund launch — coverage

Sep 28, 26Fund launch — coverage

Sep 28, 26Fund launch — coverage

Sep 28, 26Fund launch — coverage

Sep 28, 26Fund launch — coverage

Sep 24, 26Deal announcedJump — coverage

Network coverage

Data

Advisor moves outnumber announced wealth deals in 30 days; LPL is busiest

Daily Network tracking recorded 732 deal announcements and 642 completed deals in the same period.

Data · Oct 21LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events

Data · Oct 20Kestra, Retirement Planning Group and Raymond James Financial Services trail LPL in 30-day advisor events

Moves · Oct 19LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group

Data · Oct 17LPL leads 30-day advisor activity; Kestra Private Wealth Services is third with 71

Data · Oct 16Ox Road Capital reports $1.1 billion and 93% retention 225 days after UBS exit

Data · Oct 15Advisor moves outnumber breakaways about 17 to 1 in our 30-day count

Features · Oct 15Captrust adds $3B Truist team; Chris Hoge says equity part of deal

Moves · Oct 14LPL adds $1B Seattle team from Northwestern Mutual; Raymond James recruits $350M Georgia practice

move · Oct 14LPL adds $1 billion Seattle team from Northwestern Mutual

Moves · Oct 14LPL adds Prince Financial Services, Seattle team with $1B from Northwestern Mutual

practice · Oct 14LIMRA: Only four in 10 pre-retirees work with a financial professional

Moves · Oct 14LPL adds Seattle's Prince Financial, a $1B team from Northwestern Mutual

Family Office · Oct 12Northwestern Mutual launches Family Office Services for $50 million-plus clients

book · Oct 12Northwestern Mutual study: 83% of boomers, Silent Generation prefer aging at home

Family Office · Oct 9Northwestern Mutual launches family office services for clients with at least $50 million net worth

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