In this edition of WealthTech Unwrapped, Ned engages in a conversation with Adrian Johnstone, the CEO of Practifi. Tune in as they delve into data management, the hurdles posed by the present technology landscape, and the implications for future Fintech developments.

Key Takeaways:

1. Every financial advisor acknowledges the potential benefits of incorporating technology into their firm, but convincing them to embrace a broader perspective and recognize the value of technology beyond their immediate processes can be challenging.
2. Efficient data organization is crucial for the success of any system, particularly in the context of wealth management firms, as it determines the extent to which they can reap the benefits of such a system.