Milemarker

Milemarker Our mission is to unlock innovation across the financial services industry by giving our clients tools to become truly data driven.

06/08/2026

Coming up next on Next Mile…

The biggest risk with AI isn't using the wrong tool.

It's doing nothing.

Dan Johnson, Senior Managing Director and Head of Wealth Management Practice at F2 Strategy, warns that firms sitting on the sidelines today could pay the price in the years ahead as AI reshapes how wealth management firms operate, compete, and grow.

With deep experience in portfolio management systems, technology strategy, and advisor platform integrations, Dan has helped firms navigate complex technology decisions and scale more effectively.

Full episode drops June 9.

🎥 Sneak peek: https://hubs.ly/Q04kkK7B0

Subscribe to Milemarker for more insights on data, technology, and the future of wealth management.

06/05/2026

Most investors aren’t trying to maximize returns.

They’re trying to avoid running out of money.

Patrick Kelly, Co-Founder and CEO of Signal Advisors, explains why wealth management is really about solving consumer problems—not optimizing performance—and why that changes how advisors should think about their tools and strategies.

🎬 Watch the full episode: https://hubs.ly/Q04jVvdN0
🎧 Listen on Spotify: https://hubs.ly/Q04jVM_M0

06/04/2026

Many advisory firms compete on products.

The fastest-growing firms compete on outcomes.

As products become commoditized, differentiation comes from helping clients solve more problems through a combination of investment management, insurance, annuities, and financial planning.

Patrick Kelly, Co-Founder and CEO of Signal Advisors, explains how leading firms are using technology and integrated advice to drive growth and deliver a better client experience.

🎬 Watch the full discussion: https://hubs.ly/Q04jV70K0
🎧 Listen on Spotify: https://hubs.ly/Q04jV3MY0

06/03/2026

The future of wealth management is becoming simpler for the client.

Most people don’t want to coordinate between a financial advisor, CPA, estate planner, and multiple specialists. They want one trusted partner who can help guide the entire process and ensure every part of the plan works together.

Technology is making that possible.

On the latest episode of Next Mile, Patrick Kelly, Co-Founder and CEO of Signal Advisors, shares why the future of advice will be more integrated, more connected, and more focused on delivering a better client experience.

🎬Full episode: https://hubs.ly/Q04jJYtZ0
🎧 Listen on Spotify: https://hubs.ly/Q04jJYTm0

🎧 New on Next Mile — now liveMost firms think AI is about efficiency.Patrick Kelly believes that mindset misses the bigg...
06/02/2026

🎧 New on Next Mile — now live

Most firms think AI is about efficiency.

Patrick Kelly believes that mindset misses the bigger opportunity.

On this episode of Next Mile, Patrick Kelly, Co-Founder and CEO of Signal Advisors, explains why AI should focus on creating a better client experience first—and why efficiency is only the byproduct.

Before Signal, Patrick founded RepPro, the first electronic application platform for fixed and fixed index annuities in the IMO business.

We also discuss how technology improves operations, marketing visibility, and business decision-making for modern advisory firms.

🎥 Watch the episode now on YouTube: https://hubs.ly/Q04jJyGN0
🎧 Listen on Spotify: https://hubs.ly/Q04jJj210

06/01/2026

Coming up next on Next Mile…

Most advisors think profit = value.
It doesn’t.

Enterprise value comes from one thing:
recurring revenue and growth.

Patrick Kelly, CEO of Signal Advisors, shares why the fastest-growing firms don’t separate insurance, annuities, and investments—they combine them into one integrated strategy—and how that unlocks real scale.

Watch the full episode releasing June 2—this is one you won’t want to miss.

🎥 Sneak peek: https://hubs.ly/Q04jpG_D0

Subscribe to Milemarker for more insights on data, technology, and the future of wealth management.

05/29/2026

Most advisors think a UMA is just a product.

It’s not.

It’s an operating system for trading, rebalancing, and managing complexity at scale.

Sean Meighan explains why firms that understand this shift are building more efficient, more scalable investment operations—and why others are still stuck doing everything manually.

🎬 Watch the full episode: https://hubs.ly/Q04j2P8L0
🎧 Listen on Spotify: https://hubs.ly/Q04j2WQz0



The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgement of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Intended for investment professionals only. Past performance is not indicative of future results.

05/28/2026

Everyone wants to talk about AI.

But most firms skip the hard part.

Before asking what AI can do, ask:

How good is your data?
How strong are your workflows?
What experience are you actually trying to improve?

Because AI doesn’t magically fix broken processes.

Bad inputs still create bad outcomes—just faster.

On the latest episode of Next Mile, Vib Arya, Head of Strategic Relationship Management at Envestnet, shares why the firms seeing the biggest impact from AI are focusing on fundamentals first.

🎬 Watch the full discussion: https://hubs.ly/Q04h_Y0y0
🎧 Listen on Spotify: https://hubs.ly/Q04h_NDF0



The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgement of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Intended for investment professionals only. Past performance is not indicative of future results.

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