News, Comment & Analysis results for Practifi
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