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Private Wealth Daily
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Conor Curtis

PractiFi · Reported Oct 28
In network coverage since August 27, 2026 · 4 stories
Network coverage
RIA

Concurrent, Practifi and Vanilla urge agentic AI for routine work

Meeting follow-ups, account-opening paperwork and compliance pre-review are the first tasks, their executives say.
Succession & selling a firm · Oct 7Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership
RIA · Sep 11Agentic AI's 2027 budget line belongs behind the advisor
RIA · Aug 27Practifi's Sentir folds AI into the CRM's core
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