[RIA Biz] Fidelity says humans beat robots, even for Gen Z • Joe Lonsdale’s Opto starts signing RIA test-drivers • Vanguard launches oddly delayed fund • Wealthbox hires, and Dynasty buys March 7, 2023 Read More
[Family Wealth Report] Digital Digest: The Latest Tech News – Dynasty, BridgeFT February 27, 2023 Read More
[T3] 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 24, 2023 Read More
[Finance Director Europe] Dynasty Financial taps BridgeFT’s WealthTech API as primary custodial data partner February 23, 2023 Read More
[Financial Planning] Dynasty Financial Partners taps BridgeFT to handle data aggregation February 23, 2023 Read More
[WealthBriefing] The Second Annual WealthBriefing WealthTech Americas Awards 2023 February 23, 2023 Read More