Jump Releases 2026 Financial Advisor Insights Report on the Drivers of Advisor Effectiveness

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

The Diamond Podcast for Financial Advisors: An Advisor’s Guide to 2026

Jason and Louis Diamond explore key advisor developments from 2025 and predict major trends for 2026 including deal ...
Financial Planning

Ask an Advisor: How technology is changing advisors' routines in 2026

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

All the hidden fees your adviser might be charging you: 'If you don't know your total cost, then you don't know your total return'

Indeed, pros say many advisory clients simply don’t know all the fees they’re being charged — and some advisers aren’t upfront about their fees either. That’s a problem: ...
WealthManagement.com

Focus Partners Wealth Rolling Out New Advisor, Client Portal

Focus Financial, which has worked to unify its national footprint of advisors, is rolling out a new advisor and client wealth portal for its $95.9 billion Focus Partners Wealth division. Some Focus ...
Entrepreneur

Don’t Sell Your Business Without These 4 Core Advisors — One Saved My Client $1.8 Million

Discover the single move that saved my client $1.8 million during their business sale. Learn why most business owners leave money on the table without even realizing it. Selling a business is one of ...
Business Wire

Asset-Map and eMoney Advisor Integrate, Bringing Powerful Visual Planning Insights into Client Conversations

PHILADELPHIA--(BUSINESS WIRE)--Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor (“eMoney”), a ...
Wall Street Journal

Commission vs. Fee-Based Financial Advisor: Which Is Best?

Understand how payment structures affect costs, incentives and transparency when working with financial advisors Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...
Morningstar

How Wealth Managers Can Redefine the Client Experience

What Goes Into Meaningful Client Conversations Take Client Engagement From Static to Stunning With Direct Advisory Suite How This Tool Will Strengthen Advisor-Client Relationships What Goes Into ...
Barron's

A Financial Advisor Became Romantically Involved With a Client. Why the SEC Banned Him From the Industry.

The Securities and Exchange Commission has barred a former investment advisor from the industry for allegedly breaching the fiduciary duty he owed to a client with whom he became romantically involved ...
Wall Street Journal

What Does a Financial Advisor Do?

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support your financial journey Written By Written by Staff Money Writer, WSJ | Buy ...
Barron's

Sometimes Financial Advisors ‘Fire’ Their Clients. Here’s Why.

When advisors are starting out in the business, the definition of a target client can be, let’s say, very broad: Practically anyone with a little money to invest might qualify. As advisors get more ...