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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, September 7, 2026The Morning Brief →Sign in
firm

Bleakley Financial

In PWD coverage since September 7, 2026 · 3 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
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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