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

Altruist, the tech-forward wealth platform for independent advisors, today announced that Michigan-based Lifeworks Advisors has selected Altruist as its custodial partner. Lifeworks Advisors, which ...

Picture yourself sitting across from a financial advisor who's charging you fees that slowly drain your retirement savings. For decades, retirees had no choice but to trust the numbers presented to ...

In London’s financial sector, having taken an advanced course in Excel is a plus when it comes to looking for employment or ...

Real-time index price for S&P 500 Energy [Sector] (SREN), along with buy or sell indicators, analysis, charts, historical performance, news and more ...

The team at AI notetaker and meeting automation platform Jump has analyzed a veritable mountain of unstructured data from over 12,000 advisor-client meetings to develop its inaugural 2026 Financial ...

The percentage of advisors who report being able to buy crypto directly in client accounts rose to 42% in 2025, up from 35% in 2024 and just 19% in 2023. Greater platform access and custody solutions ...

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding ...

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

Oak Hill Advisors reported achieving a sixfold return on its AI investment through the deployment of the Hebbia platform ...

Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.