Mark Gilbert's profile photo

Mark Gilbert

London

Columnist at Bloomberg Opinion

Columnist for @opinion. Based in London. Born in Liverpool. Citizen of the world. Precautionary accounts @scouseview.bsky.social @[email protected]

Articles

  • 4 weeks ago | ffnews.com | Lauren Towner |Mark Gilbert |Adrian Johnstone |Robert C. Gorman

    Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, has announced a strategic partnership with Practifi, the leading CRM built for wealth management. This integration enables seamless two-way data synchronization between the platforms, allowing firms to leverage AI-powered insights while maintaining streamlined workflows and developing client relationships. Contacts, meeting notes, and tasks will now sync automatically between systems.

  • Jan 14, 2025 | advisorperspectives.com | Mark Gilbert

    Financial services firms increasingly seek to augment and improve their service offerings with technology, especially AI-powered solutions. However, an often-overlooked element of vendor due diligence is the vendor's track record for successful onboarding and adoption. Although the right features are certainly key to realizing the benefits of a technology solution, a comprehensive and thoughtful onboarding process significantly impacts implementation and adoption – two critical success factors.

  • Jan 7, 2025 | advisorperspectives.com | Mark Gilbert

    A few weeks ago, a reader emailed to challenge what he described as our “cautionary, skeptical and net negative” stance on Bitcoin.

  • Jan 6, 2025 | news.bloombergtax.com | Mark Gilbert

    XYour Choices Regarding Cookies and IdentifiersWe and our 150 third party partners use cookies and similar technologies ("Cookies") and hashed identifiers (e.g., a hashed version of your name, email address or phone number) to help us identify you on our site and third-party sites and to process certain information, such as your IP address and digital identifiers, to analyze site usage and provide you with relevant advertisements and content.

  • Jan 6, 2025 | news.bloomberglaw.com | Mark Gilbert

    A few weeks ago, a reader emailed to challenge what he described as our “cautionary, skeptical and net negative” stance on Bitcoin.

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This writing business. Overrated if you ask me.
This writing business. Overrated if you ask me. @ScouseView
28 Apr 25

RT @JavierBlas: BREAKING: Massive -- really, massive -- electricity outage hits Spain, which large part of the country suffering blackouts…

This writing business. Overrated if you ask me.
This writing business. Overrated if you ask me. @ScouseView
26 Apr 25

RT @Number10cat: "Do you even own a black suit?" https://t.co/AQ7dK7LKxx

This writing business. Overrated if you ask me.
This writing business. Overrated if you ask me. @ScouseView
24 Apr 25

RT @shashj: Our cover this week. https://t.co/XjBrzsa4Lt