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PractiFi

In network coverage since August 20, 2026 · 10 stories

Network coverage

exit

Bridgemark's Jeff Nash on how RIA sales change G2 advisors' path to ownership

The sale can deliver a financial windfall while altering the route to independence, with founder-side guidance on timing, equity terms and legal counsel.

The Close · Sep 17The client record is the expensive part of plain-language AI.

practice · Sep 17Claude for advisors hits the workflow wall

The Close · Sep 15Anthropic rents the advisor's last mile, and rents get repriced

RIA · Sep 11Agentic AI's 2027 budget line belongs behind the advisor

Data · Aug 30The meeting is the new AI battleground

RIA · Aug 28AI's wealth payoff now runs through the client meeting

The Close · Aug 27The next recruiting grid is the advisor's screen

RIA · Aug 27Practifi's Sentir folds AI into the CRM's core

RIA · Aug 20AI notetakers push beyond the transcript as CRM platforms close in