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Practifi, a Chicago-based customer relationship management provider for wealth firms, has launched an AI-driven CRM called Sentir, which it says automates client service actions and provides prompts for interaction, while rebranding its current CRM. In an announcement this week, Practifi CEO Adrian Johnstone said Sentir briefs advisors on account status, prepares meeting materials, recommends next…
The Association of Mutual Funds in India (AMFI), the apex industry body representing all SEBI-registered Asset Management Companies (AMCs), on Friday announced the re-appointment of Sundeep Sikka, Managing Director and CEO of Nippon Life India Asset Management, as Chairman and Vishal Kapoor, CEO of Bandhan AMC, as Vice Chairman. The leadership team was unanimously re-elected…
Oil prices ended lower on Friday and also posted weekly declines for the first time in three weeks as traders weighed signals from the U.S. Federal Reserve on its inflation-fighting policy and reports that an agreement could be reached to restore shipping through the Strait of Hormuz. Brent crude futures settled 39 cents, or 0.43%,…
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Live News Updated: Saturday, August 29, 2026, 11:27 [IST] Gold rates in India dropped for the second day in a row. On Saturday, 24-carat gold crashed up to nearly Rs 29,000 per 100 grams, while 22-carat and 18-carat gold prices plunged nearly Rs 27,000 and Rs 22,000 in the day. On the other hand, silver…
October NY world sugar #11 (SBV26) closed down -0.63 (-3.46%) on Friday, and October London ICE white sugar #5 (SWV26) closed down -9.90 (-1.89%). Sugar prices gave up an early advance on Friday and sold off sharply, as weakness in the Brazilian real prompted long liquidation in sugar futures. The real (^USDBRL) fell to a…
Starting Sept. 1, Intuit will be updating the QuickBooks Online Reports API, something that most CPAs won’t notice unless their vendors or internal tech teams have not made slight adjustments in response to the change, in which case CPAs will likely notice very much. Processing Content The change does not affect people who work directly…
The clouds hanging over Indian equities may be beginning to clear, but Motilal Oswal Private Wealth (MOPW) is not turning outright bullish on the market. Instead, the wealth manager is sticking with its 50% allocation to mid- and small-cap equities, arguing that the risk-reward in the broader market has improved as foreign selling eases, earnings…
With the Sarbanes-Oxley Act and other pressures driving companies away from the public markets, the number of Securities and Exchange Commission-registered clients has declined, according to a new report — but the total fees charged to them by auditors has increased. Processing Content The report, “Audit Fee Trends: A 20-Year Review,” from Ideagen Audit Analytics,…
Capital One Canada describes families as planning across the full school year for recurring costs such as lunches, extracurriculars, technology updates, and mid-year supplies rather than concentrating spending in a single late-summer trip. “Canadian parents are taking a proactive, year-round approach to back-to-school spending,” said Becca Mintz, managing vice president at Capital One Canada, in the…