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

Independent financial advisors often operate their own advisory firms or work with independent businesses as opposed to ...

NEW YORK, Jan. 7, 2026 /PRNewswire/ -- Fortis Capital Advisors today announced it has been named to Newsweek's America's Top Financial Advisory Firms for 2026, a recognition highlighting the firm's ...

When it comes to financial advice, what you pay can vary based on what you get. An advisor who simply sets you up with a ...

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

Discover five key questions that financial advisors should ask to understand client goals, assess risks, and build lasting relationships.

While 2025 was a transformative year in wealth management, further implementation of AI tools into technology stacks means ...

In a sense, Dan Cunningham, the founder and CEO of One Day in July financial advisors, has completed a circle.

October is Financial Planning Awareness Month, an opportunity for advisors and wealth planners to engage with existing clients, attract prospects, and underscore the value of thoughtful financial ...

From estate planning to beefing up an emergency fund, pros say planning for life’s unexpected — and expected — events is key ...

People with dementia are ripe for financial abuse. When a client comes for a meeting, ask how they’re doing. Subtle signs, ...