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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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Owning Your Advisory Practice Without CEO Responsibilities

Why You’re Not Really Connected with Your Client Portal — And How You Can Fix That

The Keys to Successful M&A in Wealth Management

The Future is a Synthesis — Finding a Framework for Your Advisor Technology

Managing Technology in an RIA

Taking Stock of Your (Tech) Stack — An Insight into Utilization, Satisfaction, and Licensing

The Rising Tide