Adrian Johnstone

How To Choose The Right AI Partner For Your Firm

AI Should Initiate Workflows, Centralize At The CRM And Enable More Personalization

By WSR Newsroom

/ 27 Aug 2025

Tech Upgrades Should Be Table Stakes In RIA M&A

Saving On Technology In The Short Term May Be Costly To Your Valuation Later

By WSR Newsroom

/ 29 Jul 2024

When It Comes To Marketing, RIAs And CRMs Are In The Same Boat

Tech Providers And RIAs Share Similar Challenges Communicating Their Value Propositions To Prospects

By WSR Newsroom

/ 29 Apr 2024

Adrian Johnstone, CEO & Co-Founder, Practifi

Succession Planning Amid The Great Wealth Transfer

From Legacy To Leadership: Establish A System To Transfer Client Knowledge – Not Just Numbers – To Retain Clients And Boost Valuation

By WSR Newsroom

/ 5 Oct 2023

Succession Planning Amid The Great Wealth Transfer

Data Management to Drive Better Human Interactions and Decision-making

Purpose-Driven Culture Around Data Should Steer Wealth Management. Here’s Why. One of the great ironies of our data-saturated environment is that – while financial advisors have amassed more information about

By WSR Newsroom

/ 2 May 2022

Data Management to Drive Better Human Interactions and Decision-making

How To Choose The Right AI Partner For Your Firm

Tech Upgrades Should Be Table Stakes In RIA M&A

When It Comes To Marketing, RIAs And CRMs Are In The Same Boat

Succession Planning Amid The Great Wealth Transfer

Data Management to Drive Better Human Interactions and Decision-making

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