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February 27, 2023

Americana Partners, a Texas-Based Wealth-Management Powerhouse with $6 Billion in Assets, Adds Four-Member Team Currently Managing $715 Million in Midland, Texas, To Drive Focus on Oil and Gas Families
February 23, 2023

Dynasty Financial Partners and BridgeFT Announce Strategic Partnership for API WealthTech
February 23, 2023

Most Americans say lying about money is as bad as cheating. Many keep doing it anyway: Wealthtech Weekly
February 23, 2023

Advisory M&A: Sequoia acquires Zeke Capital Advisors; iTrustCapital integrates with Fortress Trust; Hightower invests in Bickling Financial Services; and more.
February 23, 2023

Dynasty picks BridgeFT wealthtech API
February 23, 2023

Dynasty Financial selects BridgeFT as primary data aggregation provider
February 23, 2023

Wells Fargo Team Overseeing $450M Defects to Ohio RIA
February 22, 2023

Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API the Primary Data Aggregation Partner for Dynasty’s Integrated Technology Platform
February 22, 2023

$5B firm solves its succession challenge as industry confronts ‘crisis’
February 21, 2023

Wells Fargo Team With $450M Exits to Join Breakaway RIA