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 ...

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An industry lawyer is questioning JPMorgan's decision to file a lawsuit during the holiday week against a former private client advisor accused of trying to poach clients for an industry rival.

Mixing family and finance backfired: A UBS advisor's referral to his brother's startup left his client fighting for transparency on $1.5 million. The December 22 ruling from Delaware's Court of ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Advisors who depart for other firms have no right to client data in books of business built using bank referrals, JPMorgan argues in a new lawsuit seeking a restraining order against a former advisor ...

Google rolled out Ads Advisor, its AI-based chatbot for Google Ads, a couple of weeks ago. But some are noticing that if you have an MCC account, where you manage multiple advertisers under one ...

Working with high-net-worth (HNW) clients can increase assets under management and revenue, but getting them in the door can sometimes be challenging. Wealthier clients often have specialized needs ...

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 ...

NEW YORK, Nov. 13, 2025 /PRNewswire/ - OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, ...

Explore the types of services offered by a free financial advisor, including the trade-offs that might exist and how to evaluate these offers Written By Written by Staff Money Writer, WSJ | Buy Side ...