April 22, 2026 post Bank Trust Integration: Solving the Workflow Problem Two earlier posts addressed the architecture of good trust-technology integration and the data and cash management problems at its core.... William Trout Wealth Management William Trout |
April 20, 2026 post Bank Trust Integration: Solving the Data and Cash Problems A previous blog post set out five capabilities that define good integration between trust administration and wealth management technology. Two... William Trout Wealth Management William Trout |
April 8, 2026 post Wealth Management Is Opening the Alternatives Tap. The Pipes Are Not Ready. Wealth managers are racing to put alternative investments in the hands of retail investors. Most of them have no idea... William Trout Wealth Management William Trout |
April 2, 2026 post What Good Integration Looks Like in Bank Trust Two developments have converged to make the integration of trust administration and wealth management technology a more pressing question than... William Trout Wealth Management William Trout |
March 16, 2026 post No-Man’s-Land: Why Banks Keep Struggling With the Mass-Affluent The mass-affluent segment has never fit comfortably inside banks’ wealth divisions. It is too large to ignore strategically and too small to... William Trout Wealth Management William Trout |
March 10, 2026 post Hazel, Avantos, and the Bank Wealth Management Opportunity When Altruist launched Hazel’s AI-based tax planning capability this February, market reaction was severe. Raymond James, Charles Schwab, and LPL Financial all... William Trout Wealth Management William Trout |
February 9, 2026 post Tax Planning Tipping Point: TaxStatus-Jump Integration Tax planning has emerged as one of the top trends reshaping wealth management. TaxStatus’ integration with Jump marks a watershed moment in this evolution. By bringing IRS-verified... William Trout Wealth Management William Trout |
January 16, 2026 post Advisor as Customer vs. Advisor as Employee: Why Employment Models Are Losing the Wealth Management War When Morgan Stanley announced a 10% grid increase in late 2024, industry observers praised the decision as evidence that wirehouses had finally recognized the compensation... William Trout Wealth Management William Trout |
January 8, 2026 post Platform Providers: You Have 18 Months to Get Household Optimization Right A wealth management advisor properly optimizes asset location across a married couple’s household accounts. The husband’s IRA holds entirely equities—designated... William Trout Wealth Management William Trout |
January 6, 2026 post The Hidden Crisis in Wealth Management: When Alternative Investments Outgrow Operations Behind US$9.5 trillion in alternative assets sits a back-office reality most wealth managers won't admit. William Trout Wealth Management William Trout |
November 26, 2025 post Control vs. Automation: The Emerging Battle in Portfolio Construction How a fragmented market is consolidating around clearer strategic models. Gregory O’Gara Wealth Management Gregory O'Gara |
November 12, 2025 post Robinhood’s Next Strategic Move: Elevating TradePMR With Unified Managed Household Tax Optimization Robinhood’s US$300 million acquisition of TradePMR, completed in February 2025, aims to connect its 25 million millennial and Gen Z... Gregory O’Gara Wealth Management Gregory O'Gara |
November 3, 2025 post From Stable to Strong: Positioning Wealth as a Growth Business Five issues are constraining growth in bank wealth management; the solution requires a fundamental reset. Bank wealth managers face an... David Beckoff Wealth Management David Beckoff |
November 3, 2025 post Reimagining Retirement Rollovers: Insights From the Datos Wealth Management Forum The retirement account rollover landscape has evolved dramatically in recent years, driven by regulatory changes like PTE 2020-02 and Regulation... William Trout Wealth Management William Trout |
October 27, 2025 post Beyond Performance Metrics: How Behavioral Finance Is Reshaping Wealth Management Industry leaders reveal strategies to help clients overcome emotional biases and achieve better financial outcomes William Trout Wealth Management William Trout |
October 24, 2025 post Breaking Free from Advisor Scarcity: A New Mindset for Wealth Management Scarcity thinking is a trap. Here’s how to break free. William Trout Wealth Management William Trout |
October 14, 2025 post Platform Beats Brand: The New Competitive Logic in Wealth Management Technology platforms that enable advisors now matter more than brand prestige. William Trout Wealth Management William Trout |
August 21, 2025 post Part II: Why Bitcoin's Institutional Adoption Cycle Is Unlike Any Asset Class Before It Why Bitcoin's institutional shift creates once-in-a-generation portfolio opportunities Gregory O’Gara Wealth Management Gregory O'Gara |
