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Friday, October 9, 2026The Morning Brief →Sign in
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Northwestern Mutual

In network coverage since September 28, 2026 · 16+ stories
8Deals on our tracker
-4Talent net · 12 months0 in · 4 out
Observed recruiting events · 12 monthsOn the wire →
Net -4 · 0 incoming events · 4 outgoing events
Bast Financial Group
Sep 10 · team liftout
Arrivals
None tracked.
Departures
Yari Capital
Aug 20 · to Carson Group
Kevin Spahn
Sep 3 · to OnePoint BFG Wealth Partners
Cornerstone Advisors
Sep 22 · to LPL
Clear Pointe Wealth Management
Sep 24 · 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 24, 26Deal announcedJump — coverage
Network coverage
Family Office

Northwestern Mutual launches family office services for clients with at least $50 million net worth

The company says more than 40 in-house specialists will work with its advisors and teams nationwide on legal, tax, investment and legacy planning.
Data · Oct 9Northwestern Mutual adds family office services for clients with $50 million net worth
Family Office · Oct 8Northwestern Mutual launches family office services for clients with at least $50 million net worth
Moves · Oct 7Records show Praxis Financial Partners' $1.1B team joined LPL from Wells Fargo FiNet
Data · Oct 6Northern Trust and Citi add senior trust executives as real-estate fraud losses hit $275.1 million
practice · Oct 5Northwestern Mutual survey: 61% expect long-term care, 54% have not planned for it
Data · Oct 3Northwestern Mutual, Northern Trust and Citi each add family-office governance roles
capital · Oct 2Phillips Edison adds $377.5 million of grocery centers to Northwestern Mutual joint venture
RIA · Oct 1FPA rebuilds PlannerSearch to match consumers on mindset and life events
M&A · Sep 30Wealth Enhancement agrees to acquire RWA Wealth Partners, a $22.46 billion Boston RIA
practice · Sep 29Northwestern Mutual opens a 40-specialist family office platform to its advisors
The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives
Features · Sep 29Northwestern Mutual launches family office platform; Citi and Northern Trust hire family office specialists
Family Office · Sep 29Northwestern Mutual launches family office unit inside its advisor model
Family Office · Sep 29Northwestern Mutual launches family office platform for advisors serving clients with $50M+ net worth
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
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