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 ...

Understanding Forex Trading in Nigeria. Forex, or foreign exchange, is the market where currencies are traded. In Nigeria, trading is legal through regulated brokers and recognize ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

Northern Trust research finds advisors who fully integrate direct indexing report stronger retention, larger wallet share, and more planning-focused client conversations.

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 ...

Channing Olson, of Wealthspire, Joe Di Vito, of the Di Vito Consulting Group at RBC Wealth Management, and Lauren Williams, ...

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 ...

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

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 ...

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 ...