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Wednesday, August 19, 2026The Morning Brief →Sign in
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Arbo

In PWD coverage since August 19, 2026 · 2 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 18, 26Deal announcedCone CPA Firm — coverage
Apr 23, 26Deal closedCone CPA Firm
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.
Deals & PE · Aug 19Arbo buys Cone CPA, adding tax and CFO services
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