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Arbo
In PWD coverage since August 19, 2026 · 2 stories
2Deals on our tracker
Deal recordFull tracker →
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.