Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

Learn how independent financial advisors operate.

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

The percentage of advisors who report being able to buy crypto directly in client accounts rose to 42% in 2025, up from 35% ...

Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may ...

A financial debt advisor can help you make a repayment plan.

Although financial advisors offer a range of services, affluent clients are focusing on just a few key services.

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

What Issues Do Clients Bring to Advisors? What Issues Do Clients Bring to Advisors? What May Clients Not Think to Ask About? Tactics for Advisors to Use Better Manage Market Volatility No advisor ...

Preparing clients in advance is even more effective. According to the authors, adverse reactions to volatility often signal a ...

When clients use the Advantage Account, advisors can see benefits, too. For example, with appropriate client consent, ...