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Holistiplan

In PWD coverage since August 14, 2026 · 4 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 16, 26Deal announcedMili — coverage
Aug 11, 26Deal announcedMili — coverage
PWD coverage
The Close

Southern RIAs are selling direct access, and rollups can't buy it

Three standout Southern firms sell direct access—the one product an acquisition cannot transfer to the buyer's platform.
practice · Aug 18SEI adds Zocks' AI assistant to its advisor services lineup
advisers · Aug 18SEI brings Zocks AI to its $2.1 trillion adviser network
RIA · Aug 14Mili, Holistiplan Integration Puts Tax Data in Client Meetings
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