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Thursday, August 20, 2026The Morning Brief →Sign in
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Wealth Enhancement

In PWD coverage since August 18, 2026 · 6 stories
5Deals on our tracker
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Arrivals
Mike Weinand
Aug 14 · from Weinand Financial Inc.
Mike Weinand
Aug 14 · from Weinand Financial Inc.
Departures
None tracked.
Deal recordFull tracker →
Aug 17, 26Deal announcedWeinand Financial · $644M — coverage
Aug 14, 26Deal closedWeinand Financial · $644M — coverage
Jul 31, 25Deal announcedWeinand Financial · $644
Jul 27, 25Deal announcedMiramar Capital · $592
Jul 24, 25Deal announcedCloud Investments · $462
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.
exit · Aug 19A $644M solo practice finds an exit in a $160B aggregator
The Close · Aug 19A founder exit: Wealth Enhancement buys Weinand's $644M
Features · Aug 19Wealth's talent war moves to the C-suite
Deals & PE · Aug 18MAI's double RIA deal is a bet on geography
M&A · Aug 18Wealth Enhancement buys a $644 million Washington State tuck-in
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