The Connected Advisor
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 […]
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 […]
Financial Advisor Magazine – Curation is the New Currency
Have you ever wondered why you don’t paint your own house, change your own oil or do your own taxes? It’s not […]
Kyle Van Pelt on the Advisor Tech Stack Problem
Transcript: Brad Johnson: One of the biggest frustrations I see with let’s just say here’s an advisor. They’ve been doing this 10, […]
Citywire Review: RIAs Shift Focus from AUM to Holistic Metrics of Success
Recap of Andrew Forech article: “Schwab study says RIAs are looking for indicators of success beyond AUM” As the financial landscape evolves, […]
Advisors Need to Get Their Software onto the Same Cloud
Video interview published by InvestmentNews: https://www.investmentnews.com/video/222501 Every advisory firm is unique, which means no software solution is totally turnkey. The best solution […]
Milemarker Appoints Kyle Van Pelt As CEO
FOR IMMEDIATE RELEASE Milemarker, Inc. March 17, 2022 Milemarker Appoints Kyle Van Pelt As CEO, Furthering Focus on Revolutionizing Integration, […]
The Disturbing and Provocative Future of Financial Advice
[vc_row][vc_column][ohio_text text_typo=”null”]Jud Mackrill leads a discussion with leaders from national RIA’s, Raymond James and Mammoth. Rewatch this event by registering below. Welcome […]
