A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIYou’re reading this editionFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
ETF PROAI
Sign in
IVV772.35▲ 0.30%SPY769.05▲ 0.34%VOO522.67▼ 0.95%QQQ717.63▼ 0.10%VTI281.03▼ 0.75%IEFA96.71▲ 0.78%GLD377.65▼ 0.54%VEA50.10▼ 5.13%VUG382.92▼ 0.26%IWF125.62▲ 0.18%AGG98.11▲ 0.18%VTV172.16▼ 1.38%XLK185.44▼ 0.28%IJH72.73▼ 0.41%SGOV100.62▲ 0.00%BND73.05▼ 2.74%IJR137.78▼ 0.26%ITOT167.42▼ 0.07%RSP210.26▼ 0.50%VIG194.19▼ 1.95%IWD251.42▼ 0.49%IVW142.36▲ 0.11%VWO46.57▼ 2.68%IWM275.78▲ 1.66%EFA103.69▲ 0.80%VXUS61.85▼ 4.46%VGT582.30▼ 0.72%VO262.71▼ 0.42%
person

Brett T. Schmidt

Rockefeller Global Family Office · Reported Oct 1
In network coverage since September 30, 2026 · 3 stories
Network coverage
Features

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
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.