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Building Tomorrow's Advisors

Feb 25, 2025

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4 min read

Building Tomorrow's Advisors

Kyle Van Pelt
Kyle Van Pelt
Data Workshop Invite: Let’s Get Real About Recruiting Advisors

Feb 24, 2025

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1 min read

Data Workshop Invite: Let’s Get Real About Recruiting Advisors

From Data to Details to My Personal Recruiting Workflow

Jud Mackrill
Jud Mackrill
Portfolio Accounting is Changing. Again. Will You Be Ready?

Feb 21, 2025

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9 min read

Portfolio Accounting is Changing. Again. Will You Be Ready?

Rob Hoxton, the Data You Need to Recruit Advisors Webinar & AI Eating WM

Jud Mackrill
Jud Mackrill
Serving Families, Not Just Portfolios

Feb 18, 2025

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3 min read

Serving Families, Not Just Portfolios

A Family-First Approach to Asset Management with Rob Hoxton

Kyle Van Pelt
Kyle Van Pelt
Wealth Management’s Need for Speed

Feb 14, 2025

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8 min read

Wealth Management’s Need for Speed

Milemarker 1.7, Cerulli's RIA Love Letter, Ultra Marathons, and more

Jud Mackrill
Jud Mackrill
How AI & Data Are Reshaping the Advisor-Client Relationship

Feb 11, 2025

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4 min read

How AI & Data Are Reshaping the Advisor-Client Relationship

Kyle Van Pelt
Kyle Van Pelt
What Are We Climbing Toward?

Feb 7, 2025

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6 min read

What Are We Climbing Toward?

Milemarker's Newest Partner, Orion Ascent Recap, Practifi, Plaid and more.

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

Feb 4, 2025

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4 min read

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

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10 min read

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

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4 min read

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

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8 min read

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

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4 min read

The Soul of Wealth

Kyle Van Pelt
Kyle Van Pelt
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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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