Find out if Jump is right for your business ...

In describing how a financial advisor should approach a first meeting with a prospective client, RFG Advisory’s chief behavioral officer Brendan Frazier used an expression that should resonate with ...

Artificial intelligence can be a valuable tool for client communications and other time-consuming tasks, allowing advisors ...

SAN FRANCISCO--(BUSINESS WIRE)--Fireflies.ai, the AI agent for meetings used by people at 75% of Fortune 500 companies, today announced the launch of Fireflies for Finance, a specialized solution ...

This announcement follows a year of significant momentum for Jump, including surpassing 20,000 advisors on its platform and securing notable partnerships with Osaic, LPL Financial, Cetera, eMoney, ...

A 26.74% decline in client acceptance odds for annuities suggests retirement-focused advisors should "flip the script" on ...

The funding round was co-led by Lightspeed Venture Partners and QED Investors, bringing the company's total capital raised to ...

For financial advisors, landing the right clients isn’t about high-pressure sales tactics—it’s about a thoughtful, strategic approach. The ideal clients trust your expertise, value your guidance, and ...

Use this article to guide conversations with clients about bonds and if or where they fit in their portfolios as part of a ...

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory issues while building trust and crafting effective plans.

Trust is an obvious component of a successful relationship between an advisor and a client. But there are some areas of the relationship where advisors may be jeopardizing that trust, and without even ...