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Northwestern Mutual

In PWD coverage since September 25, 2026 · 16+ stories

6Deals 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

Aug 20 · to Carson Group

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 24, 26Deal announcedJump — coverage

PWD coverage

Data

Northwestern Mutual, Northern Trust and Citi each add family-office governance roles

Northwestern Mutual's platform gives advisers retainer-based access to more than 40 in-house specialists, while Northern Trust and Citi hired senior family-office and trust executives.

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

The Close · Sep 25The scarce input in consolidation is now the executive bench

Deals & PE · Sep 25Northwestern Mutual set a price for the software layer: 22,000 advisors

RIA · Sep 25Northwestern Mutual rents the AI layer and keeps the record

M&A · Sep 25Deal counts fell 19%; funded buyers carried the week

RIA · Sep 25Jump rents the same AI to rivals; Altruist owns the record

advisor_note · Sep 25Ameriprise’s retention check is now a recruiting benchmark