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Saturday, October 3, 2026The Morning Brief →Sign in
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Arbo

In PWD coverage since August 19, 2026 · 5 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 18, 26Deal announcedCone CPA Firm — coverage
Apr 23, 26Deal closedCone CPA Firm
PWD coverage
Features

Vanguard’s Altruist bid is a tax-season acquisition

The AI tax tool inside the $4.6 billion offer will decide the next platform fight.
Deals & PE · Aug 22VastAdvisor's insider SAFE says distribution beats model quality
The Close · Aug 20Convergence puts private markets inside the advisor's daily workflow
Deals & PE · Aug 19The platform arms race turns to software and services
Deals & PE · Aug 19Arbo buys Cone CPA, adding tax and CFO services
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