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Wednesday, October 7, 2026The Morning Brief →Sign in
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Brett T. Schmidt

In network coverage since September 30, 2026 · 3 stories
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Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books

The moves span a Truist team in Charlotte, a seven-person UBS group in Ohio and a $1 billion Morgan Stanley advisor in Olean, New York.
Moves · Oct 1Rockefeller recruits Piedmont Wealth Partners, a $1B Truist team in Charlotte
move · Sep 30Rockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte
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