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Modernizing Your Firm's Reporting to Simplify Your Client Experience

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Jan 23, 2024

Modernizing Your Firm's Reporting to Simplify Your Client Experience

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

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

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Jan 19, 2024

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

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Jan 12, 2024

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

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Jan 5, 2024

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

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Jan 2, 2024

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.

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

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Dec 29, 2023

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
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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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