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Wednesday, August 19, 2026The Morning Brief →Sign in
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Live Oak Investment Partners

In PWD coverage since August 19, 2026 · 2 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 18, 26Deal announcedDiversify · River Financial Group · $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.
Moves · Aug 19Diversify adds Texas and Boston practices, crosses $14B
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