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Advisor Tech Talk (6/9/21)
The advisor-Tech segment has been bustling with deals, including new partnerships, mergers and more for the week of 6/9/21.
Practifi’s Rapid Growth Continues With Sales Team Expansion
Practifi, a business management platform for high-performing RIAs and wealth institutions, today announced that it has appointed Vlad Anghel, Eric Peters, and Roger Romero as the newest members of its rapidly expanding sales team. Anghel, Peters and Romero will serve as senior account executives, supporting Practifi’s deepening presence within the wealth management industry. These hires reflect the company’s position as a leading player in the industry and its aggressive growth strategy.
Wealthtech Marketplace for Advisors
The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech...
Fintech Luminaries – Meet Cheryl Nash of InvestCloud’s Financial Supermarket
We’d like you to meet Cheryl Nash, CEO of InvestCloud's Financial Supermarket™ (formerly Tegra118), which enables wealth and asset management firms and their advisors to deliver better outcomes and experiences to their investors.