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Owning Your Data: The Future of Wealth Management

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Jan 2, 2025

Owning Your Data: The Future of Wealth Management

Kyle Van Pelt
Kyle Van Pelt
Riding the Waves: Finding Balance in the In-Between

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Dec 27, 2024

Riding the Waves: Finding Balance in the In-Between

Key Insights from Seth Merrill, Jeff Casey, Alex Goss, and Patrick Sweeny

Jud Mackrill
Jud Mackrill
A 12-Year Succession Plan Designed To Launch A Firm Into The Future

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Dec 23, 2024

A 12-Year Succession Plan Designed To Launch A Firm Into The Future

Leadership and Equity Succession Planning for RIAs with Thomas Carroll

Kyle Van Pelt
Kyle Van Pelt
Forged in the Furnace - Your End-of-Year Opportunity

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Dec 20, 2024

Forged in the Furnace - Your End-of-Year Opportunity

Agentic Futures, Personality Void Brands & Bison Wealth

Jud Mackrill
Jud Mackrill
Why You Can't Be Successful Without Synergy and Integration

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Dec 17, 2024

Why You Can't Be Successful Without Synergy and Integration

Kyle Van Pelt
Kyle Van Pelt
AI is Great, but Creativity is Still in the Driver's Seat of Financial Advice

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Dec 13, 2024

AI is Great, but Creativity is Still in the Driver's Seat of Financial Advice

Wealthbox + Milemarker, SEI LifeYield, and the 12 Days of OpenAI

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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