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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Cresset

In network coverage since September 1, 2026 · 16+ stories
2Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Michael Bober
Aug 25 · team liftout
Chris Tiano
Aug 25 · advisor move
Heather Pelant
Aug 25 · advisor move
Arrivals
Michael Bober
Aug 25 · from UBS Financial Services
Departures
None tracked.
Deal recordFull tracker →
Oct 4, 26Deal announcedNational Advisors Trust · $13 — coverage
Oct 4, 26Deal announcedNational Advisors Trust · $13 — coverage
Network coverage
Moves

UBS leads 30-day advisor departures; Cetera Planning Partners leads arrivals

Kestra Private Wealth Services, RFG Advisory and The Wealth Consulting Group appear on both ten-largest lists.
People & Leadership · Oct 8Cresset hires former Blackstone strategist Joe Zidle as chief market strategist
Tax & estate planning · Oct 6Cresset-NAT combination would create a $13.1 billion trust platform for advisors
Deals & PE · Oct 6Cresset is pursuing National Advisors Trust to build a $13.1 billion trust platform
M&A · Oct 5Cresset pursues National Advisors Trust deal to build a $13.1B trust platform
Recruiting & transitions · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum
Tax & estate planning · Sep 24The succession gap is a price nobody wrote down
Recruiting & transitions · Sep 23UBS freezes the grid and bets stability beats a check
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
Moves · Sep 18Cresset Bought a Business, Not a $4 Billion Book
Recruiting & transitions · Sep 16Merrill recruits again while Morgan Stanley makes a capacity pitch
M&A · Sep 15Creative Planning is buying the gatekeeper, not the $4.3 trillion book
The Close · Sep 8The ethical will is the advisor retention play
Recruiting & transitions · Sep 4Rockefeller's double raid puts a price on the cap table pitch
Recruiting & transitions · Sep 1Cresset's $4B UBS grab resets the RIA pitch
Recruiting & transitions · Sep 1Cetera's enterprise channel becomes the $1B exit
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