News, Comment & Analysis results for Practifi
Software Shakeup: New AI Category Disrupting Notetakers, CRM
The notetakers are turning into "agentic operating systems," becoming the client relationship
Digital Digest: The Latest Tech News – Practifi
The latest technology news in the wealth management sector from around the world.
How Advisors Choose Their Independence
In this brief commentary, the author points out the kind of questions that advisors should ask a
The Sneaky Way That Tech Debt Eats Your RIA Alive
The author of this article argues that the ongoing costs associated with tech – aka "tech debt"
Concurrent Advisors Chooses Fidelity Institutional As First Custodian
The RIA said it is getting ready to move toward the status of a hybrid RIA next year, capitalizing
Practifi Achieves RIA Platform Excellence