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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
A 12-Year Succession Plan Designed To Launch A Firm Into The Future
Dec 23, 2024

A 12-Year Succession Plan Designed To Launch A Firm Into The Future

Leadership and Equity Succession Planning for RIAs with Thomas Carroll

Kyle Van Pelt
Kyle Van Pelt
Forged in the Furnace - Your End-of-Year Opportunity
Dec 20, 2024

Forged in the Furnace - Your End-of-Year Opportunity

Agentic Futures, Personality Void Brands & Bison Wealth

Jud Mackrill
Jud Mackrill
Why You Can't Be Successful Without Synergy and Integration
Dec 17, 2024

Why You Can't Be Successful Without Synergy and Integration

Kyle Van Pelt
Kyle Van Pelt
AI is Great, but Creativity is Still in the Driver's Seat of Financial Advice
Dec 13, 2024

AI is Great, but Creativity is Still in the Driver's Seat of Financial Advice

Wealthbox + Milemarker, SEI LifeYield, and the 12 Days of OpenAI

Jud Mackrill
Jud Mackrill
Storytelling As The Key To Organic Growth
Dec 10, 2024

Storytelling As The Key To Organic Growth

A Smart Approach to Client Acquisition with Jonathan Foster

Kyle Van Pelt
Kyle Van Pelt
Seeing the Bigger Picture: Lessons from a Tree Lighting
Dec 06, 2024

Seeing the Bigger Picture: Lessons from a Tree Lighting

Your 2025 Data Strategy, Wealthbox & Milemarker Partner & Homrich Berg

Jud Mackrill
Jud Mackrill
Rethinking Fridays: A Fresh Perspective for Black Friday
Nov 29, 2024

Rethinking Fridays: A Fresh Perspective for Black Friday

Swivel Chairs, Movements and Pecan Pie

Jud Mackrill
Jud Mackrill
Stop Asking for Permission. Start Building a Movement.
Nov 22, 2024

Stop Asking for Permission. Start Building a Movement.

Pit Smoked Turkey, Avantax, Military and Spy Data and more

Jud Mackrill
Jud Mackrill
How Data Transformed Avantax's Offering From Advice to Financial Therapy
Nov 19, 2024

How Data Transformed Avantax's Offering From Advice to Financial Therapy

The Human Side of Financial Planning with Emily Millsap

Kyle Van Pelt
Kyle Van Pelt
WealthTech's Seismic Shift: Stop Trying, Start Doing
Nov 15, 2024

WealthTech's Seismic Shift: Stop Trying, Start Doing

Tech Stacks, Data and the Industry's Marketing Leaders on Growth

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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