Cresset Adds $1.4B Houston Team From Bernstein

Published on December 2, 2025

The addition of advisors Michael Ellington, Zach Gardner and Danique van der Velden expands Cresset’s presence in Houston.

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$4B Credent Sells Minority Stake to Crestline

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Crestline, an alternative investment manager, takes a minority ownership position in the growing, fee-only RIA Credent.

Black Friday Shifts As Rates And Tech Reprice

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The recent Thanksgiving week provided a crucial snapshot of the changing economy, highlighted by a shift in holiday shopping to early online sales and a significant drop in the 10-year Treasury yield below 4%.