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

BlackRock said model portfolios are a tool helping advisors free up time for higher-value work with more complex problems faced by richer people. Nearly 80% of those surveyed said they used model ...

Every few months, a new headline declares that artificial intelligence has finally arrived to replace us all. This spring’s version featured breathless coverage of AI systems passing professional ...

Do you need a financial advisor? Learn what advisors actually do, who benefits most, and when hiring one is worth the cost.

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should ...

Wealthtech firm Advisor360 has expanded its Parrot AI advisor assistant to read, summarize, and answer questions about client documents. Parrot can analyze financial plans and account statements, as ...

Learn why 25% of clients now use ChatGPT to find advisors and discover the AEO strategies that will make you visible in AI ...

When you don't have time to review and summarize a legal document, artificial intelligence can do the heavy lifting for you. Advisors may turn to AI to summarize legal documents into a scannable, more ...

If clients spend three to five minutes a day picturing themselves in retirement and writing down how they would feel in retirement, they become 25 percent more likely to boost their savings rate, said ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a reassuring sales pitch. It's about deciding who will influence how your money is ...