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

In PWD coverage since August 14, 2026 · 6 stories
3Deals on our tracker
Deal recordFull tracker →
Aug 17, 26Deal announced — coverage
Aug 16, 26Deal announcedSageContent — coverage
Aug 12, 26Deal announcedSageContent — 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.
Deals & PE · Aug 19WealthReach's $1M seed targets advisor search visibility
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
Data · Aug 18AdvisorFinder Intelligence grades RIAs' AI visibility
RIA · Aug 14Amplify, WealthReach partnerships target advisor efficiency
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