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Why Most Wealth Management Tech Falls Short—And How to Fix It
Feb 04, 2025

Why Most Wealth Management Tech Falls Short—And How to Fix It

Kyle Van Pelt
Kyle Van Pelt
The Cloud Computing Revolution in Wealth Management: Why It Matters and Who’s Leading It
Jan 31, 2025

The Cloud Computing Revolution in Wealth Management: Why It Matters and Who’s Leading It

FINTRX + Milemarker, Shipping Milemarker 1.6, & Perigon Wealth

Jud Mackrill
Jud Mackrill
Why Specialization Is the Future of Financial Advice
Jan 28, 2025

Why Specialization Is the Future of Financial Advice

Kyle Van Pelt
Kyle Van Pelt
What an NFL Quarterback Can Teach RIA Leaders About Maximizing Potential
Jan 24, 2025

What an NFL Quarterback Can Teach RIA Leaders About Maximizing Potential

GLP1s + Your Clients, Daniel Crosby on DAFs and WD-40

Jud Mackrill
Jud Mackrill
The Soul of Wealth
Jan 21, 2025

The Soul of Wealth

Kyle Van Pelt
Kyle Van Pelt
Reworking Our Work & Our Client Experience
Jan 17, 2025

Reworking Our Work & Our Client Experience

Milemarker 1.5, Element Wealth, Shane Parrish and February Sessions

Jud Mackrill
Jud Mackrill
How to Leverage Technology and Culture to Drive Business Growth
Jan 14, 2025

How to Leverage Technology and Culture to Drive Business Growth

Kyle Van Pelt
Kyle Van Pelt
Advisors: Inspire Clients to Live, Not Just Retire
Jan 10, 2025

Advisors: Inspire Clients to Live, Not Just Retire

Remembering President Carter, Jose Andres & Travel Delays

Jud Mackrill
Jud Mackrill
Wealth with Purpose: Redefining Financial Planning
Jan 07, 2025

Wealth with Purpose: Redefining Financial Planning

Kyle Van Pelt
Kyle Van Pelt
Forget Resolutions. Here’s How Leaders Win in 2025
Jan 03, 2025

Forget Resolutions. Here’s How Leaders Win in 2025

Double Overtimes, Best Pods of 2024, Owning Your Data & Transforming Workflows

Jud Mackrill
Jud Mackrill
Owning Your Data: The Future of Wealth Management
Jan 02, 2025

Owning Your Data: The Future of Wealth Management

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

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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