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The combination of zealous politicians and the IRS getting serious about collecting taxes on cryptocurrency gains means trouble for unprepared clients.
Global wealth management technology provider Refinitiv has built an AI-powered content management system, while ESG personalization provider Ethic gets another large capital boost.
At the same time, an activist shareholder in the b/d’s parent, Blucora, continues its proxy campaign with a new 73-page presentation calling for change in the firm’s board of directors.