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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
February 21, 2023

Ohio’s Fast-Growing DayMark Wealth Partners Adds Veteran Wealth Management Team With $450 Million in Client Assets
February 17, 2023

Dynasty Financial To Acquire Breakaway Consultants TruClarity
February 17, 2023

Dynasty Agrees To Buy TruClarity