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Lessons from 20 Acquisitions: What Works—and What Doesn’t

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Apr 8, 2025

Lessons from 20 Acquisitions: What Works—and What Doesn’t

Kyle Van Pelt
Kyle Van Pelt
Who Are We Building the Next Generation Wealth Management Firms For?

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Apr 5, 2025

Who Are We Building the Next Generation Wealth Management Firms For?

Marketing & Data Webinar, Behind the Scenes at Fidelis Capital Partners and Should You Really Have That Meeting?

Jud Mackrill
Jud Mackrill
Building Legacies That Last

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Apr 1, 2025

Building Legacies That Last

Kyle Van Pelt
Kyle Van Pelt
The Tailgate: Everything Before the Game Is the Game

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Mar 29, 2025

The Tailgate: Everything Before the Game Is the Game

Counting Crows, Dollars & Data Workshop & Goldstein Advisors

Jud Mackrill
Jud Mackrill
Growing Organically: The Art of Strategic Client Relationships

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Mar 25, 2025

Growing Organically: The Art of Strategic Client Relationships

Kyle Van Pelt
Kyle Van Pelt
Progress Looks Like Pollen

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Mar 21, 2025

Progress Looks Like Pollen

Switzerland Sets a New Standard, Commonwealth Financial & The Best Shows of All Time

Jud Mackrill
Jud Mackrill
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The Rising Tide

The Rising Tide is a weekly newsletter by Jud Mackrill that helps financial advisors, wealth executives, and fintech innovators make sense of a changing industry—and seize the momentum. Each issue is packed with sharp insights, strategic commentary, and real stories from the frontlines of wealth management, all delivered in a clear, compelling voice. Whether it’s data strategy, advisor tech, leadership, or client experience, The Rising Tide brings you practical ideas to help your business grow and your thinking stay ahead. Written by someone who’s built and advised the biggest names in wealth management, The Rising Tide isn’t theory—it’s a signal. Subscribe to ride the wave, not get swept up by it.

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