Practifi co-founder and Chief Commercial Officer Adrian Johnstone talks about his company’s technological customer relationship management approach and the advanced platform-building experience.
Join these technology visionaries who are creating and designing the wealth management model of the future to get a glimpse into the future for advice.
Hear from top broker-dealer CTOs on what systems, technologies, applications and infrastructure they are investing in to deliver an outstanding advisor and client experience, while driving productivity and increasing...