The Connected Advisor 
The Rising Tide 
finservMarketing – Solving the Biggest Tech Problem in Wealth Management by Creating True Ownership of Your Firm’s Data
Jud Mackrill, Co-Founder of Milemarker joins Mike Langford for a conversation about the challenges financial firms face regarding data ownership and integration. […]
WealthManagement.com – WealthStack Roundup: AssetMark Completes Morningstar Wealth TAMP Deal
Also, CAIS launches a “new trading experience,” Choreo and Smartleaf team up on automated tax tools, Milemarker adds new features and more. […]
Wealthbox – Milemarker Partners with Wealthbox to Enhance Data Management
Wealthbox is excited to announce an integration with Milemarker, a leading provider of data, workflow analytics, and content management solutions for financial […]
City buzz – Milemarker Launches Comprehensive AI-Ready Data Solutions for Financial Advisors
Milemarker, a fintech company specializing in wealth management technology, has unveiled a comprehensive suite of data solutions designed to empower financial advisors […]
News Direct – Milemarker Empowers RIA’s, Family Offices & Broker Dealers with AI-Ready Data Solutions and Industry-Leading Data Model
All-in-one data platform enables firms to own, control, and maximize the potential of their data for unparalleled insights and growth. NEWS RELEASE […]
The Imperative of Unified Data Models in Wealth Management
Introduction Wealth management firms are tasked with managing vast amounts of data across multiple systems and departments. Yet, redundant information often clogs […]
Citywire RIA – Opinion: Don’t wait for permission to start building a movement
In this guest column, RIA marketing guru and Milemarker founder Jud Mackrill explains what wealth management executives can learn from “Aussiewood.” Ever […]
Top 5 Benefits of Partnering with Milemarker for AI Integration
Some partnerships change everything—like when the Beatles worked with George Martin to produce timeless hits. In wealth management, your firm’s ability to […]
Bridging the AI Gap: Why Data Strategy is More Important Than Ever
Bridges have always played a vital role in solving problems of access and opportunity. From ancient Roman aqueducts to modern engineering marvels, […]
The Role of AI in Revolutionizing Financial Advice
In 2007, Netflix transformed how we consume media by introducing streaming. It was a shift that redefined an entire industry. Today, artificial […]
Tackling Redundant Information: A Data-Driven Approach in Wealth Management
Introduction Wealth management firms are tasked with managing vast amounts of data across multiple systems and departments. Yet, redundant information often clogs […]
Unlocking the Full Potential of Your Data with Milemarker
In the 1940s, Allied codebreakers cracked encrypted messages that shifted the tide of World War II. Their success wasn’t just about technology—it […]
