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Wednesday, October 7, 2026The Morning Brief →Sign in
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Susie Cranston

In network coverage since August 21, 2026 · 9 stories
Network coverage
book

Cresset-NAT combination would create a $13.1 billion trust platform for advisors

Cresset would move its $5.4 billion trust division onto National Advisors Trust's national charter, which already serves more than 340 wealth firms.
M&A · Oct 5Cresset pursues National Advisors Trust deal to build a $13.1B trust platform
move · Sep 1Cresset's $4B UBS grab resets the RIA pitch
Moves · Aug 26Cresset's Boca Raton liftout is a CPA template with $4 billion attached
Moves · Aug 25Cresset pulls $4B UBS team into Boca Raton
Moves · Aug 25Cresset's Platform Pitch Pulls a $4B UBS Team
move · Aug 25Cresset pulls $4B UBS team, resets breakaway floor
Moves · Aug 24U.S. Bank bets on credit to keep private banking teams
practice · Aug 21AI is the capacity answer to the advisor shortage
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