March 11, 2026 report Three Pathways From Workflow Fragmentation to Agentic AI Diagnosing the infrastructure gap was essential; closing it requires a different kind of rigor. Gregory O’Gara Wealth Management Gregory O'Gara |
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 18, 2026 report Agentic AI: The Infrastructure Reality Agentic AI is not an upgrade; it’s a replacement. Gregory O’Gara Wealth Management Gregory O'Gara |
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 |
