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The Daily Read on Semi-Liquid Funds
Tuesday, September 15, 2026The Morning Brief →Sign in
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Bast Financial Group

In PWD coverage since September 10, 2026 · 3 stories
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Rebecca Bast
Sep 9 · team liftout
Arrivals
None tracked.
Departures
Rebecca Bast
Sep 10 · to OnePoint BFG Wealth Partners
Deal recordFull tracker →
Sep 9, 26Deal announcedOnePoint BFG Wealth Partners · $400M — coverage
PWD coverage
Moves

Northwestern Mutual loses $5 billion to OnePoint BFG

Two insurance-affiliated teams moved a combined $5 billion to OnePoint BFG Wealth Partners in one week, suggesting the breakaway wave has reached the insurance-owned wealth channel.
M&A · Sep 10OnePoint's $400M Tampa buy is a recruiting pitch dressed as expansion
Moves · Sep 10OnePoint and Modern are buying channels, not Florida
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