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Browsing Tag

retail wealth management

Financial Services

Lincoln Financial Network Expands Long-Standing Partnership With Leading Valuation Software Provider…

AIT News Desk Feb 17, 2022

After a successful three-year relationship with valuation software provider BizEquity, Lincoln Financial Network, the retail wealth management…

Financial Services

FinMason Launches Accessible Fixed Income Analytics

AIT News Desk May 20, 2020

FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today…