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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
Strategic Marketing Techniques for Financial Advisors
Nov 12, 2024

Strategic Marketing Techniques for Financial Advisors

Kyle Van Pelt
Kyle Van Pelt
Why Curation is the New Currency
Nov 08, 2024

Why Curation is the New Currency

Purpose-driven Growth, Mission, Marshall Financial and Daylight Savings

Jud Mackrill
Jud Mackrill
Overcoming Cultural Shifts and Communication Barriers
Nov 05, 2024

Overcoming Cultural Shifts and Communication Barriers

Kyle Van Pelt
Kyle Van Pelt
Mission Matters: Why Embracing a Purpose Bigger Than Ourselves Is the Way Forward
Nov 01, 2024

Mission Matters: Why Embracing a Purpose Bigger Than Ourselves Is the Way Forward

AlphaCore, Spotify, LifeYield & Union Square Ventures Walk into a Newsletter

Jud Mackrill
Jud Mackrill
Transforming Wealth Management Through Alternatives
Oct 29, 2024

Transforming Wealth Management Through Alternatives

Kyle Van Pelt
Kyle Van Pelt
Aligning Narratives That Transform Successful Firms
Oct 25, 2024

Aligning Narratives That Transform Successful Firms

AI Runs Your Company Computers, COI Networks, and the Impact of the CHIPS Act

Jud Mackrill
Jud Mackrill
Building Relationships: The Role of COI Networks in Organic Growth
Oct 22, 2024

Building Relationships: The Role of COI Networks in Organic Growth

Kyle Van Pelt
Kyle Van Pelt
How Nike Lost Its Footing—and What We Can Learn
Oct 18, 2024

How Nike Lost Its Footing—and What We Can Learn

CurrentClient Crushes at XYPN, AI Walkie Talkies, & Mark Weiskind on the Pod

Jud Mackrill
Jud Mackrill
Delivering Reliable Value in Financial Services
Oct 15, 2024

Delivering Reliable Value in Financial Services

Kyle Van Pelt
Kyle Van Pelt
Forging the Path Forward: How to Turn Shortcuts Into Express Lanes
Oct 11, 2024

Forging the Path Forward: How to Turn Shortcuts Into Express Lanes

Building a Super RIA, CS Lewis, Speaking Facts on AI Hype

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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