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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs

Eric Becker

Entrepreneur at CressetChicago

At a glance

Eric Becker launched Cresset (our reporting, October 8, 2026). Our coverage identifies Eric Becker as entrepreneur at Cresset (our reporting, October 6, 2026). 2 stories in our coverage name them, from October 6, 2026 to October 8, 2026.

Firm
Cresset
Role
Entrepreneur
Location
Chicago
In our coverage
2 stories

The record

Also in the news

  1. Cresset pursues National Advisors Trust to combine trust businesses on one platformFinancial ADVSR

How this page is built

Every line on this page comes from a story that names Eric Becker: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 8, 2026. All people in our coverage →