A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyYou’re reading this editionPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Credit Daily
The Daily Read on Private Credit
Wednesday, October 14, 2026The Morning Brief →Sign in
ria

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 · Oct 8Cresset hires former Blackstone strategist Joe Zidle as chief market strategist
book · 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
move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum
book · Sep 24The succession gap is a price nobody wrote down
move · 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
move · 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
move · Sep 4Rockefeller's double raid puts a price on the cap table pitch
move · Sep 1Cresset's $4B UBS grab resets the RIA pitch
move · Sep 1Cetera's enterprise channel becomes the $1B exit
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Private Credit Daily, in your inbox every weekday. Free.