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Thursday, September 10, 2026The Morning Brief →Sign in
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Andy Schwartz

In PWD coverage since September 7, 2026 · 5 stories
PWD coverage
M&A

OnePoint's $400M Tampa buy is a recruiting pitch dressed as expansion

The Bast deal adds a little over 2% to OnePoint's assets, and the terms nobody published are the ones that will price the next team through the door.
Moves · Sep 10OnePoint and Modern are buying channels, not Florida
the_wrap · Sep 7OnePoint BFG strips Northwestern Mutual of 18 advisors and $3 billion
advisor_note · Sep 7Insurance-owned advisor books are the new breakaway pipeline
the_wrap · Sep 7Insurance-owned broker-dealers are the liftout wave's next donors
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