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Wealth Advisor Daily
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Tuesday, August 25, 2026The Morning Brief →Sign in
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Northwestern Mutual

In PWD coverage since August 20, 2026 · 5 stories
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Kurt Mattson
Aug 20 · to Carson Group
PWD coverage
book

Gen Z saves for retirement, with a sportsbook in the plan

Three new surveys show a generation optimistic about retirement while routing investment money through speculative channels — a planning challenge for advisors that doubles as an opening.
Moves · Aug 21LPL and Raymond James land $590M in advisor moves
Features · Aug 21Independent platforms pull $2.93 billion from legacy employee books
Moves · Aug 20Yari Capital ends 30-year Northwestern Mutual run by joining Carson
Moves · Aug 20Carson Group lands $405M Atlanta practice from Northwestern Mutual
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