Jump reports a significant rise in AI use among financial advisors, enhancing client experiences by saving time on admin ...

Jump reports financial advisors are experiencing enhanced client interactions and improved focus during meetings as AI handles note-taking and documentation.

Fact checked by Vikki Velasquez Key Takeaways A structured onboarding process helps advisors gather accurate information and ...

The future of advice may be more AI-powered, but the advisor-client relationship remains at the center of how firms deliver ...

Wellington Management's Christina Kopec Rooney on the forces reshaping how RIAs build portfolios and serve clients.

In this Investment News interview, three experienced advisors share how they are using AI to streamline preparation, scale service and enrich every client interaction. Hear practical examples of note ...

Although financial advisors offer a range of financial services, affluent clients are not utilizing many of them and are instead focusing on just a few key services. The challenge for advisors, ...

The landscape of financial planning is undergoing a remarkable transformation, and advisors must take note. Philanthropy, once considered a peripheral topic in wealth management discussions, has ...

Will the advisor of the future be an AI-powered hologram? Never say never. But human advisors seem likely to remain in demand as long as clients want the quality of, well, humanity. For this week’s ...

Advisor well-being peaks with about 40 to 100 clients, strong teams and a clear definition of “enough,” says new research from Kitces.com. In the latest version of its advisor wellness survey, the ...

Jump reports that AI is transforming financial advising, with over 70% of advisors now using AI tools for notetaking, while ...