On Wednesday, Refinitiv announced the launch of Wealth Practice 360. The new offering has been developed for wealth advisors to improve workflows and provide better client insights. This new set of ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Today’s wealth management industry continues to be transformed with new ...

Refinitiv, an LSEG Business, recently revealed that it entered a strategic agreement with Vestorly, an AI-powered content curation, and marketing platform, in order to offer wealth management ...

Portions of the venerable Thomson Reuters technology platform and that of Scivantage, a tax-reporting tool, are changing hands again. Private equity firms Clearlake Capital and Motive Partners ...

It’s time for wealth managers to digitalize and customize their clients’ portfolios if they haven't done so already, according to Refinitiv, a global provider of data and infrastructure for financial ...

About Refinitiv Lipper Fund Awards For more than 30 years and in over 17 countries worldwide, the highly respected Refinitiv Lipper Awards have honoured funds and fund management firms that have ...

DALLAS--(BUSINESS WIRE)--Generational Group, the leading middle market investment bank for privately held businesses, is pleased to be recognized once again as a leader in the M&A industry by ...

The demand for personalization in wealth management has only increased in recent years. Investors do not want a one-size-fits-all response to their financial questions and planning. In the day and age ...

We are two years into the pandemic, and digital work has become our day-to-day existence. We’ve seen all aspects of our social and work live move online, with client interactions coming in the form of ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Wealth Practice 360 uses a sophisticated set of services that aggregate ...