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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Susie Cranston

In network coverage since August 21, 2026 · 9 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.
Moves · Sep 18Cresset Bought a Business, Not a $4 Billion Book
Recruiting & transitions · 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
Recruiting & transitions · Aug 25Cresset pulls $4B UBS team, resets breakaway floor
Moves · Aug 24U.S. Bank bets on credit to keep private banking teams
Practice management · Aug 21AI is the capacity answer to the advisor shortage
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