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Wires, Widgets, and Wealth Management - Making Sense of Your Tech Mess

Aug 18, 2023

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8 min read

Wires, Widgets, and Wealth Management - Making Sense of Your Tech Mess

Also Catch What Fitness Apps Are Teaching Us about the Future of Financial Apps and the possible Death of AUM Growth

Jud Mackrill
Jud Mackrill
AI’s Over/Under: How AI Will Practically Impact Wealth Management

Aug 11, 2023

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12 min read

AI’s Over/Under: How AI Will Practically Impact Wealth Management

AI's Wealth Management Role, DI for everyone, Media and Finance Separate & Steve Martin on Banjo?!

Jud Mackrill
Jud Mackrill
Elevating WealthTech Marketing Strategies

Aug 8, 2023

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2 min read

Elevating WealthTech Marketing Strategies

Discover how financial services professionals are shaping a brighter, more client-centric future, from the power of co-creation to innovative marketing techniques.

Kyle Van Pelt
Kyle Van Pelt
Keys to Being a Remarkable RIA in 2023

Aug 4, 2023

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11 min read

Keys to Being a Remarkable RIA in 2023

This week we talk about how nailing something really simple with your firm can create something truly extraodinary for your clients

Jud Mackrill
Jud Mackrill
Transforming the Wealth Management Landscape Through Doing Business and Doing Life

Aug 1, 2023

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2 min read

Transforming the Wealth Management Landscape Through Doing Business and Doing Life

How advisors can build deeper relationships with their clients

Kyle Van Pelt
Kyle Van Pelt
Helping Your Clients Safely Make it Through Shark Week

Jul 27, 2023

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10 min read

Helping Your Clients Safely Make it Through Shark Week

This week we dive into (pun intended) what it really means to address your client's fears.

Jud Mackrill
Jud Mackrill
The Six Rules for Building Better Connections

Jul 25, 2023

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2 min read

The Six Rules for Building Better Connections

How advisors can stand out in today's crowded industry

Kyle Van Pelt
Kyle Van Pelt
Getting Real About Data-Driven Decision Making, Air AI Could Be Your Next Sales Person, and Why Technology Alone Can't Replace Advisors

Jul 21, 2023

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7 min read

Getting Real About Data-Driven Decision Making, Air AI Could Be Your Next Sales Person, and Why Technology Alone Can't Replace Advisors

Let's have an open discussion about how data-driven decision making is essential to optimizing advisor potential

Jud Mackrill
Jud Mackrill
Why Technology Alone Can't Replace Wealth Advisors

Jul 19, 2023

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2 min read

Why Technology Alone Can't Replace Wealth Advisors

How advisors can strike a balance between human and artificial intelligence

Kyle Van Pelt
Kyle Van Pelt
The Power of Purpose in Delivering Client Experience, The End of the In-Office Era, and a Couple Event Invites

Jul 14, 2023

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11 min read

The Power of Purpose in Delivering Client Experience, The End of the In-Office Era, and a Couple Event Invites

Finding your purpose to inspire yourself the same way you inspire your clients.

Jud Mackrill
Jud Mackrill
Harnessing the Power of Technology and Automation

Jul 11, 2023

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2 min read

Harnessing the Power of Technology and Automation

Practical ways advisors can implement automation to enhance productivity, streamline operations, and deliver exceptional client experiences

Kyle Van Pelt
Kyle Van Pelt
How Threads Can Inspire Your RIA, The Secrets to Building Trust & An Upcoming Event Invite

Jul 7, 2023

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10 min read

How Threads Can Inspire Your RIA, The Secrets to Building Trust & An Upcoming Event Invite

This week we look how and why many firms aren't really finding true launch velocity and how you can defy the odds.

Jud Mackrill
Jud Mackrill
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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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