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Building an Employee-Owned Wealth Management Firm

Feb 13, 2024

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2 min read

Building an Employee-Owned Wealth Management Firm

Peter Raimondi highlights the role of technology in wealth management, particularly cybersecurity, and the need for firms to stay updated with modern technology.

Kyle Van Pelt
Kyle Van Pelt
The Expectation Revolution: What It Really Means to Cultivate a Meaningful Client Experience

Feb 9, 2024

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6 min read

The Expectation Revolution: What It Really Means to Cultivate a Meaningful Client Experience

James Bogart on the Pod and Milemarker on the Road

Jud Mackrill
Jud Mackrill
From Practice to Enterprise

Feb 6, 2024

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2 min read

From Practice to Enterprise

James Bogart shares how transitioning to digital platforms helped grow his practice, the challenges of rapid expansion, and the importance of a strong team and culture.

Kyle Van Pelt
Kyle Van Pelt
Why 2024 is the Year You Will Get Real About Owning Your Data

Feb 2, 2024

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6 min read

Why 2024 is the Year You Will Get Real About Owning Your Data

Groundhogs, Neurosurgeons, More Pods Dropping and Milemarker on the Road

Jud Mackrill
Jud Mackrill
The Three Factors that Determine if You Will Become an Exceptional Advisory Firm

Jan 26, 2024

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7 min read

The Three Factors that Determine if You Will Become an Exceptional Advisory Firm

Tech Woes that Cost You Clients & Modernizing Your Firms Reporting

Jud Mackrill
Jud Mackrill
Modernizing Your Firm's Reporting to Simplify Your Client Experience

Jan 23, 2024

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2 min read

Modernizing Your Firm's Reporting to Simplify Your Client Experience

Scott Klaassen & Jud Mackrill answer advisor's top questions about reporting.

Kyle Van Pelt
Kyle Van Pelt
The Kodak Moment of WealthTech: Learning from InVision's Sunset

Jan 19, 2024

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5 min read

The Kodak Moment of WealthTech: Learning from InVision's Sunset

Plus the Opportunity That Exists Knowing 109,000 Financial Advisors Will Retire in the Next Decade

Jud Mackrill
Jud Mackrill
Wealth Tech Leadership Enters a New Era

Jan 12, 2024

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4 min read

Wealth Tech Leadership Enters a New Era

Reporting Workshop Recording, Bridging the Generation Gap, and Top 10 Tech Reveals of CES 2024

Jud Mackrill
Jud Mackrill
2024: The Year of Leadership Transformation in Wealth Management

Jan 5, 2024

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7 min read

2024: The Year of Leadership Transformation in Wealth Management

Clifton Schaller on the Pod, Last Chance to Register for Our Upcoming Workshop on Reporting, and Milemarker on the Road

Jud Mackrill
Jud Mackrill
How User Experience Reshapes the Future of Wealth Management

Jan 2, 2024

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2 min read

How User Experience Reshapes the Future of Wealth Management

Clifton shares his insights on retirement readiness, access to private markets, generational wealth transfer, and the changing preferences of millennials and Gen Z.

Kyle Van Pelt
Kyle Van Pelt
The Connected Advisor Year-End Wrap: Our Top 5 Editions of 2023

Dec 29, 2023

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7 min read

The Connected Advisor Year-End Wrap: Our Top 5 Editions of 2023

Spenser Segal on the Pod and Modernizing Your Firm’s Reporting to Simplify Your Client Experience.

Jud Mackrill
Jud Mackrill
Delivering World-Class Integrated Advice Profitably and Effectively

Dec 26, 2023

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2 min read

Delivering World-Class Integrated Advice Profitably and Effectively

Spenser shares his take on what's happening in advisor technology today.

Kyle Van Pelt
Kyle Van Pelt
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The Rising Tide

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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