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

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

Selecting the right forex broker in Nigeria requires careful evaluation of regulation, trading platforms, costs, account types, and customer support. By focusing on safety, transparency, and trading ...

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

Referrals are still the name of the game when it comes to earning the trust of the ultra-rich.

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

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 ...

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

Ben Zwief is a client advisor at Crescent Grove Advisors. Zwief specializes in creating and implementing personalized financial strategies for C-suite executives, entrepreneurs, business owners and ...

CHICAGO, Jan. 2, 2026 /PRNewswire/ -- Genesis Wealth, a leading wealth management platform and non-OSJ branch office within LPL Financial, today announced it added two senior financial advisors from ...

QuickBooks is a great option for small businesses that want full-featured accounting software but, if you’re just using it ...

Client portfolios have produced double digit gains in 2025 for the third year in a row and in line with benchmark returns for most clients. Gold, which has been a material portion of client portfolios ...