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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Northwestern Mutual

In network coverage since October 12, 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
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
Prince Financial Services
Oct 14 · to LPL Financial
Deal recordFull tracker →
Oct 1, 26Deal announcedGrocery Retail Partners I · Phillips Edison & Co. · $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
Evergreen & Interval Funds

Kacy Walker launches $300M Kinetic Wealth on LPL

The practice leaves Cetera for LPL's supported-independence network; LPL recruited $25 billion in Q2, up 35%.
Data · Oct 22Advisor moves outnumber announced wealth deals in 30 days; LPL is busiest
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
Recruiting & transitions · 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 management · 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 News · Oct 12Northwestern Mutual launches Family Office Services for $50 million-plus clients
Tax & estate planning · Oct 12Northwestern Mutual study: 83% of boomers, Silent Generation prefer aging at home
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