july 18, 2024 | commentary
Our CEO, Adrian Johnstone, discusses the intricacies of tech vendor relationships, offering insights on how to choose the right partners and navigate the complexities of data ownership.
july 17, 2024 | commentary
Adrian Johnstone, CEO of Practifi, comments on the increasing challenge wealth management firms face in maintaining long-term relationships with third-party vendors due to the rapid evolution of technology.
july 13, 2024 | podcast
In this episode, our CEO, Adrian Johnstone, joins Craig Iskowitz to discuss the latest trends in wealth management technology. Adrian delves into Practifi’s unique approach to supporting advisors, managing sales pipelines, and navigating M&A activities, offering a comprehensive look at the future of wealth tech.
june 26, 2024 | byline
Adrian Johnstone, our CEO, shares what qualities make an effective CRM in a piece for Advisor Perspectives, emphasizing the need for multifaceted CRM solutions for growing RIAs.
june 19, 2024 | byline
Our CEO, Adrian Johnstone outlines the impact of tech debt on firm growth in an article for Family Wealth Report, and shares strategies for firms to manage and mitigate it effectively.
june 18, 2024 | commentary
Adrian Johnstone, Chief Executive Officer of Practifi, discusses facilitating painless vendor “breakups” and the importance of data ownership in an article for Financial Planning magazine.
june 17, 2024 | commentary
Our CEO, Adrian Johnstone, tells Rachel Witkowski at Financial Planning that long-term vendor commitment is a strategic mistake. RIAs need to pick a technology partner that suits their business three years from now for sustained success.
june 13, 2024 | podcast
Our CEO, Adrian Johnstone chats with Craig Iskowitz discussing the latest trends in wealth management technology from Practifi’s role in supporting advisors to our unique approach to managing sales pipelines and M&A activities, this episode offers a comprehensive look at the future of wealth tech.
May 22, 2024 | podcast
Practifi CEO Adrian Johnstone joined Derek Schwartz of CION Investments on the Advisor Lab podcast to discuss Practifi’s approach and view of the industry – including his thoughts on client segmentation, organic growth, succession planning and more.
May 01, 2024 | commentary
Our CEO, Adrian Johnstone weighed in on the impact the FTC’s ban on non-compete clauses may have on financial advisory firms.
April 29, 2024 | byline
Adrian Johnstone, CEO of Practifi, discusses how in a marketplace saturated with similar offerings, both financial advisors and their tech partners face the challenge of distinguishing themselves by focusing on the unique value they provide to clients, leveraging authentic experiences and proactive engagement to stand out effectively.
april 18, 2024 | article
InvestmentNews published their top 3 ranking CRMs for RIAs and listed Practifi.
april 11, 2024 | commentary
Practifi’s CEO, Adrian Johnstone provides commentary on the shift in AI pricing models and recommends moving toward blended cost structures that scale with value for advisory firms.
APril 01, 2024 | Podcast
Adrian Johnstone, CEO of Practifi, together with Joe Anthony and Kevin Darlington, delves into the evolving landscape of wealth management, focusing on the potential impact and future implications of artificial intelligence.
march 14, 2024 | podcast
Our Director of Strategic Partnerships and Alliances, Paige Johnson showcases different CRMs available to new RIAs at the Orion Ascent Conference, providing insights into building an effective tech stack for RIA practices.
february 23, 2024 | article
Adrian Johnstone, Chief Executive Officer of Practifi, emphasizes the significance of prioritizing client experience over cost-cutting measures for Registered Investment Advisors (RIAs), advocating for a client-centric approach to tech investment for sustainable growth.
february 20, 2024 | byline
Our Director of Strategic Partnerships and Alliances, Paige Johnson addresses common challenges faced by RIAs in adopting CRM software, advocating for a mindful approach to implementation and a focus on setting realistic expectations for successful integration.
january 21, 2024 | commentary
Adrian Johnstone, CEO of Practifi, critiques the pitfalls of inadequate technology for financial advisors, highlighting the risks of outdated systems and underscoring the importance of investing in advanced tech for competitive advantage and client satisfaction.
january 19, 2024 | podcast
Our CEO, Adrian Johnstone discusses the limitations of current tech solutions in wealth management with Shannon Rosic from WealthStack podcast, shedding light on the gap between available technology and optimal client service.
november 21, 2023 | byline
Chief Executive Officer of Practifi, Adrian Johnstone’s cautionary byline explores the allure of new technology in wealth management and emphasizes the importance of a thoughtful approach to tech adoption to avoid disruption.
october 05, 2023 | byline
Our Chief Executive Officer Adrian Johnstone discusses the challenges and importance of succession planning in the financial services industry, especially in anticipation of the intergenerational transfer of wealth.
september 26, 2023 | commentary
Our Director of Human Resources, Sandy Nahara shares insights on promoting people-first cultures in an interview with Circl.es, alongside industry leaders from diverse sectors.
SEPTEMBER 26, 2023 | byline
Chief Executive Officer of Practifi, Adrian Johnstone emphasizes the importance of cybersecurity for advisory firms and provides guidance on protecting against cyberattacks.
august 25, 2023 | article
Our COO Emily Wilcox discusses Practifi’s solution, PractifiU, designed to overcome tech adoption hurdles within the financial industry.
august 24, 2023 | byline
Our COO Emily Wilcox provides a checklist for advisors to stay organized from August through the end of the year.
july 20, 2023 | podcast
Chief Executive Officer of Practifi, Adrian Johnstone discusses Practifi’s evolution, market differences, and the importance of transparency and client listening on Bank On It podcast.
july 14, 2023 | commentary
Our Chief Executive Officer Adrian Johnstone explores AI’s potential influence on financial advisors in a discussion with FA mag journalist, Chris Robbins.
july 10, 2023 | commentary
Adrian Johnston, Chief Executive Officer of Practifi, is quoted in an article discussing the potential impact of generative AI on advisors’ work.
june 20, 2023 | interview
Our Chief Executive Officer Adrian Johnstone discusses generative AI’s impact on the wealth management industry and how wealth tech companies can leverage the technology to streamline innovation processes.
june 13, 2023 | video
In this episode of the Active Advisor Podcast, Nate Lenz, Chief Executive Officer and Co-Founder at Concurrent Advisors, discusses the future of wealth management with host Bryan Moore.
june 12, 2023 | byline
Our Chief Executive Officer Adrian Johnstone’s piece published in FA Mag explores the impact of tighter regulations on the financial industry, drawing parallels from recent developments in Australia.
april 28, 2023 | podcast
Robert Gorman speaks about growing his firm, technology’s impact on the industry, and why his firm chose Practifi to partner with in an interview with Advisorpedia.
april 13, 2023 | article
Our COO Emily Wilcox shares her expertise on increasing technology adoption among financial advisors in a Q&A session with InvestmentNews.
March 03, 2023 | commentary
Our Head of Product, Tim Highland discusses the role AI may play in the work of advisors in an interview with Wealth Solutions Report before leading a panel discussion at T3.
february 21, 2023 | podcast
Adrian Johnstone, Chief Executive Office of Practifi, talks about Practifi and building an advisor-centric CR with Jason Pereira on the Fintech Impact podcast.
February 08, 2023 | commentary
Chief Executive Officer of Practifi, Adrian Johnstone joins Quik! Chief Executive Officer Richard Walker to discuss how Practifi can help firms win more customers on The Customer Wins podcast.
january 18, 2023 | commentary
Our Chief Executive Officer Adrian Johnstone provides commentary on how to stay ahead of the game during times of uncertainty.
Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms—transforming data into actions, insights and excellence at scale.
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