Learn how independent financial advisors operate.

With many in the legal industry more knowledgeable about AI, this year could see rising adoption and fundamental shifts in ...

Discover how self-employed financial advisors can overcome challenges like finding clients, managing costs, and maintaining motivation for successful solo careers.

AI solution provider Jump has released its inaugural 2026 Financial Advisor Insights Report which analyzes around 12,000 ...

Jump analyzed 12,000 advisor-client meetings revealing advisors speak more than clients in 84% of cases in new insights ...

First-of-its-kind analysis of conversational metadata uncovers how sentiment, advisor emotional intelligence and communication dynamics directly shape client behavior and financial outcomes ...

The agency suggests that firms with up to $1 billion in client assets should be deemed “small entities.” The current ...

Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing ...

Fewer U.S. adults have non-retirement investment accounts than three years earlier, and many retail investors struggle with ...

Discover nine essential ways AI helps financial advisors enhance client services, optimize portfolios, assess risks, and streamline operations effectively.

Automating underwriting, servicing and routine tasks frees banks and lenders to focus on real conversations with customers.

Are you feeling a little ‘meh’ about your current financial adviser, but aren’t sure how to proceed? Here’s how you should ...