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 |
February 5, 2026 report Impact Awards in Client Experience and Operational Excellence The FIs and technology vendors profiled here have launched innovative and distinguished solutions for the wealth management space. Wally Okby Wealth Management Wally Okby | Gregory O'Gara |
January 28, 2026 report Impact Awards in Core Platform Innovation These are the institutions, regardless of size, that others will follow. Wally Okby Wealth Management Wally Okby | Gregory O'Gara |
January 27, 2026 report Small Clients, Big Problems: Managing Book Quality in a Capacity Crisis Technology can help, but it’s no substitute for deliberate decisions about deploying hard-to-source advisor talent. William Trout Wealth Management William Trout |
January 22, 2026 report Top Trends in Wealth Management, 2026: Technology and Talent Redefine Wealth Management Service Boundaries Shifts in technology and talent redefine service-delivery boundaries, and wealth management firms reimagine what advisors do, who they serve, and how they operate. William Trout Wealth Management William Trout |
January 21, 2026 report Impact Awards in Emerging Technologies and Startups Customer needs and expectations continue to evolve, and wealth management ecosystem players need to strive particularly hard to stay just one step ahead. Wally Okby Wealth Management Wally Okby | Gregory O'Gara |
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 15, 2026 report Strategic Case for Integrated Outsourced Investment Management In the “new revenue reality,” a firm’s current market position no longer determines prospects. Wally Okby Wealth Management Wally Okby |
January 14, 2026 report Unified Managed Households: Tax Optimization vs. Architecture Market leadership will be determined by decisions made today, not capabilities delivered tomorrow. Gregory O’Gara Wealth Management Gregory O'Gara |
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 7, 2026 report The Edward Jones Evolution: How a Regional Firm Came to Threaten Wirehouse Dominance Can the integrated model combining custody, clearing, advisory, and investment banking survive when integration slows the innovation that markets reward? 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 |
December 16, 2025 report Alternative Investment Document and Data Management Tools Platform-integrated vendors accept the advantages and constraints of operating within broader technology ecosystems. Wally Okby Wealth Management Wally Okby |
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 20, 2025 report WMF 2025: Strategic Priorities for Wealth Managers and Technology Vendors What’s at stake is nothing short of business model sustainability. Wally Okby Wealth Management Wally Okby |
