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The Hidden Cost of Fragmented Data

Apr 29, 2025

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4 min read

The Hidden Cost of Fragmented Data

Why Centralized Data and AI are the Future of RIAs with Kailash Duraiswami

Kyle Van Pelt
Kyle Van Pelt
Own Your Autonomy: The Three Keys Every Advisor Needs

Apr 26, 2025

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7 min read

Own Your Autonomy: The Three Keys Every Advisor Needs

AI-Driven Wealth Data with FINTRX & Black Diamond + Milemarker Webinar

Jud Mackrill
Jud Mackrill
AI-Driven Private Wealth Intelligence

Apr 22, 2025

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4 min read

AI-Driven Private Wealth Intelligence

Turning Data into Action with Russ D'Argento

Kyle Van Pelt
Kyle Van Pelt
The Shape of Wealth Management to Come

Apr 19, 2025

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9 min read

The Shape of Wealth Management to Come

Envestnet Breakdown, The Official AI Notetaker Webinar & Robinhood's Path of Disruption

Jud Mackrill
Jud Mackrill
How Envestnet Is Redefining Scale and Accessibility

Apr 15, 2025

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4 min read

How Envestnet Is Redefining Scale and Accessibility

Kyle Van Pelt
Kyle Van Pelt
How To Leverage Data To Take Your Company To The Next Level

Apr 12, 2025

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25 min read

How To Leverage Data To Take Your Company To The Next Level

Authority Magazine Piece, Lessons from 20 Acquisitions & Milemarker 1.9

Jud Mackrill
Jud Mackrill
Lessons from 20 Acquisitions: What Works—and What Doesn’t

Apr 8, 2025

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4 min read

Lessons from 20 Acquisitions: What Works—and What Doesn’t

Kyle Van Pelt
Kyle Van Pelt
Who Are We Building the Next Generation Wealth Management Firms For?

Apr 5, 2025

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9 min read

Who Are We Building the Next Generation Wealth Management Firms For?

Marketing & Data Webinar, Behind the Scenes at Fidelis Capital Partners and Should You Really Have That Meeting?

Jud Mackrill
Jud Mackrill
Building Legacies That Last

Apr 1, 2025

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4 min read

Building Legacies That Last

Kyle Van Pelt
Kyle Van Pelt
The Tailgate: Everything Before the Game Is the Game

Mar 29, 2025

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7 min read

The Tailgate: Everything Before the Game Is the Game

Counting Crows, Dollars & Data Workshop & Goldstein Advisors

Jud Mackrill
Jud Mackrill
Growing Organically: The Art of Strategic Client Relationships

Mar 25, 2025

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4 min read

Growing Organically: The Art of Strategic Client Relationships

Kyle Van Pelt
Kyle Van Pelt
Progress Looks Like Pollen

Mar 21, 2025

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7 min read

Progress Looks Like Pollen

Switzerland Sets a New Standard, Commonwealth Financial & The Best Shows of All Time

Jud Mackrill
Jud Mackrill
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The Rising Tide

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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