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Quicken

In PWD coverage since August 18, 2026 · 5 stories

1Deals on our tracker

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Aug 17, 26Deal announcedEdward Jones · — 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.

RIA · Aug 18Edward Jones takes hybrid platform direct to next-gen investors

Deals & PE · Aug 18MAI's double RIA deal is a bet on geography

RIA · Aug 18AI forces the data-warehousing question at RIAs

Deals & PE · Aug 18Edward Jones's Quicken stake attacks the planner's organizing problem

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