Caprock: Helping Make the Advisor a ‘Force Multiplier’

Published on March 20, 2026

Caprock COO Jefferson Jewell explains how the firm leans on Microsoft products, proprietary financial planning tools, and trust and estate vendors to help “create leverage” for advisors to be able to get the best results for clients.

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No Conviction

March 20, 2026
As expected, there was no rate cut at today’s meeting, but changes to economic projections and comments at the press conference gave some light into how the Fed is processing political and geopolitical events, and how those events are shaping the Fed’s outlook.

The WealthStack Podcast: Elevating the Client Meeting with Dan Zitting

March 20, 2026
Nitrogen CEO Dan Zitting unpacks how technology is reshaping the before, during and after of client engagement.