Archive

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.

READ

What The Most Successful Advisors Will Borrow from Software Engineers in the Months and Years Ahead

Building an Employee-Owned Wealth Management Firm

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

From Practice to Enterprise

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

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

The Rising Tide