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Products & Services

Refinitiv unveils platform for wealth managers

Financial market data provider Refinitiv has launched a platform, called Refinitiv Active Investor, for wealth managers and their customers. The platform is designed to allow wealth firms to provide a…

Lincoln Financial bolsters adviser managed accounts service

Lincoln Financial Group has partnered with Morningstar Investment Management to expand its adviser managed accounts service. The company will leverage Morningstar’s adviser managed accounts service to offer additional customisation options…