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Wealth Advisor Daily
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Monday, September 7, 2026The Morning Brief →Sign in
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Mid America Financial Group

In PWD coverage since September 7, 2026 · 2 stories
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Arrivals
Zachary Karason
Sep 6 · from U.S. Bancorp Advisors
Zachary Karason
Sep 3 · from U.S. Bancorp Advisors
Departures
None tracked.
PWD coverage
advisor_note

Insurance-owned advisor books are the new breakaway pipeline

Same-day Northwestern Mutual exits show hybrid RIAs winning with equity and custody independence.
the_wrap · Sep 7Insurance-owned broker-dealers are the liftout wave's next donors
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