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 26, 2026 report From Scarcity to Abundance: Why Recruiting Budgets Won’t Win the Advisor Talent War Top advisors are not scarce. They are selective. William Trout Wealth Management William Trout |
March 25, 2026 report Compensation, Succession, and the Fight for Talent in Bank Wealth Management Spending more on compensation is not enough. Wally Okby Wealth Management Wally Okby |
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 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 |
