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 ...