July 9, 2026 Blog Post Why Trust Accounting Systems Aren't Ready for Digital Assets A trustee at a midsize regional bank receives a call. A beneficiary has inherited cryptocurrency. The position is substantial—Ethereum held... William Trout Wealth Management William Trout |
July 8, 2026 Bulletin Article The Next-Gen Advisor of 2030 Starts With the Platform of Today Structural Tailwinds and Structural Challenges By nearly every measure, the structural conditions for wealth management growth have never been more... Wally Okby Wealth Management Wally Okby |
April 22, 2026 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 |
