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Wednesday, August 26, 2026The Morning Brief →Sign in
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Susie Cranston

In PWD coverage since August 21, 2026 · 6 stories
PWD coverage
Moves

Cresset's Boca Raton liftout is a CPA template with $4 billion attached

A 16-person UBS team with two CPA-trained principals shows what pulls wirehouse teams into the independent channel: family-office structure, ahead of payout.
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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