October 12, 2026 Blog Post What Changes in Trust Accounting Platform Evaluation The first blog post in this series explained what the Datos Matrix found. All six vendors have clients with workarounds.... William Trout Wealth Management William Trout |
October 5, 2026 Blog Post Robinhood's New AI Protocol Is a Warning Shot for Custodians Between 2023 and 2024, wealth management custodians watched clients quietly move billions of dollars out of low yield sweep accounts... Gregory O’Gara Wealth Management Gregory O'Gara |
September 17, 2026 The Hybrid Tax: What 900 HNW Households Reveal About the Cost of Disconnected Advice This report examines whether hybrid advice — the blend of advisor contact and digital tools — has delivered for high-net-worth... William Trout Wealth Management William Trout |
September 11, 2026 Blog Post Introducing the Datos Matrix: Trust Accounting Systems Trust accounting is the operational backbone of bank wealth management. It maintains the ledger for pooled client assets held at custodians, tracks... William Trout Wealth Management William Trout |
September 4, 2026 Datos Matrix: Trust Accounting Systems Trust accounting is the operational backbone of bank wealth management, yet independent scrutiny of leading platforms is virtually nonexistent. This... Gregory O’Gara Wealth Management Gregory O'Gara |
September 3, 2026 Bulletin Article Designing Exceptional Hybrid Experiences for High-Net-Worth Clients Wealth management firms have invested billions in hybrid models that promise digital convenience and human expertise. Seven in 10 high-net-worth... Datos Insights Wealth Management Datos Insights |
August 10, 2026 Driving Breakthrough Advisor Productivity in Wealth Management Wealth advisors spend just one-third of their time interacting directly with clients, contributing to a significant productivity gap relative to... Wally Okby Wealth Management Wally Okby |
August 6, 2026 Blog Post AI Adoption: Winners and Also-rans Fragmented data and weak governance doom most AI deployments. William Trout Wealth Management William Trout |
July 23, 2026 Digital Assets, Analog Infrastructure: The Trust Accounting Gap Legacy trust accounting platforms break on four fronts: continuous pricing, staking reward classification, cost-basis tracking, and stablecoin settlement. They were... William Trout Wealth Management William Trout | Gregory O'Gara |
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 |
July 1, 2026 Revitalizing Organic Growth: Building Referral Infrastructure for Bank Wealth Management Only 31% of bank wealth executives are satisfied with new-client acquisition, yet referrals drive 80% or more of new business... Gregory O’Gara Wealth Management Gregory O'Gara |
June 18, 2026 Inside the Room: Key Takeaways From 2026 Wealth Management Executive Roundtable Most wealth management executives know the gap between their digital ambitions and operational reality. Fewer are willing to say so... Wally Okby Wealth Management Wally Okby |
June 18, 2026 The Business Development Officer Advantage: An Analysis of Growth, Productivity, and Competitive Positioning High-performing wealth firms deploy dedicated business development officers to generate 144% more new AUM and 85% more clients than their... William Trout Wealth Management William Trout |
May 27, 2026 Overhauling Bank Wealth Platforms: Aligning Trust and Advisory Technology The root cause isn’t poor vendor selection or underinvestment—it’s an unresolved architectural question: Which system governs behavior across cash management,... William Trout Wealth Management William Trout |
