Practifi appoints new CEO
Provider of performance optimisation platform for wealth management, Practifi, has announced the appointment of Adrian Jonstone as its new chief executive who would succeed co-founder and former CEO Glenn Elliott.
The firm said Elliott would maintain his role on the Practifi board of directors and an ownership stake.
Elliott and Johnstone founded together Practifi in 2013 and four years later the firm expanded to the United States.
Practifi designs and implements features and spearheaded strategic integrations to provide clients with greater scalability that streamlines client management, advisor workflow and team collaboration.
“Our mission remains focused on driving success and delivering a superior client experience for wealth management firms. This remains central to all of our activities, and we are in a strong position to achieve continued growth through innovative technological development. I am excited for what’s to come,” Johnstone said.
“Glenn’s leadership and vision have helped shape this company into what it is today, and for that, we will always be grateful. Our friendship and professional relationships span many years, and I look forward to building upon his legacy as we continue to innovate and grow.”
“It’s been a huge pleasure and an honour to lead Practifi, from our very earliest ideas through to the amazing company we are today. Now is the right time to welcome Adrian to the CEO role to take us forward through the next exciting phase of our growth,” Elliott added.
It's entertaining watching people who didn't care at toss about equity when advisers copped it, but now they're facing the…
Besides AI has made these "Research Houses" obsolete. Go use Grok or Gemini.
Only took six months
No way would I pay for the rubbish that comes out of so called rating and research houses. Paying someone…
And people wonder why advisers are leaving the industry (or just getting out of providing any form of personal advice…