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Wednesday, August 19, 2026The Morning Brief →Sign in
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Stratos Wealth Enterprises

In PWD coverage since August 19, 2026 · 3 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 18, 26Deal announcedRPI Financial Life Planners · $400M — coverage
PWD coverage
Deals & PE

The platform arms race turns to software and services

Edward Jones's Quicken stake, Siebert's FusionIQ pact, and Arbo's CPA acquisition show the platform fight has moved to the tools around the advisor.
Features · Aug 19Wealth's talent war moves to the C-suite
M&A · Aug 19Stratos Wealth's 12th SEI-era deal adds $400M Illinois partner
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