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Wednesday, October 7, 2026The Morning Brief →Sign in
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Eric Becker

In network coverage since August 25, 2026 · 3 stories
Network coverage
M&A

Cresset pursues National Advisors Trust deal to build a $13.1B trust platform

Cresset would move its $5.4 billion trust division onto NAT's national charter and, if the transaction closes, become a client of the firm it is buying.
The Close · Sep 8The ethical will is the advisor retention play
Moves · Aug 25Cresset's Platform Pitch Pulls a $4B UBS Team
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