Strategy
August 23, 2024

How Advisors Choose Their Independence

In this brief commentary, the author points out the kind of questions that advisors should ask a

Practice Strategies
June 19, 2024

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"

Strategy
November 2, 2022

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

Awards
April 7, 2022

Practifi Achieves RIA Platform Excellence