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 ...

Nuvve closed a private placement with gross proceeds of $5.4 million. Shares fell 14% to $2.18 in after-hours trading Wednesday. Outlook Therapeutics said the Food and Drug Administration rejected its ...

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 ...

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 ...

There are just days left until 2026 begins, giving advisors little time to tie up loose ends before the calendar flips over. Processing Content Many of these time-sensitive items have to do with ...

Learn how to create a professional and stylish suit pocket with this step-by-step tutorial. This video covers the fastest and easiest techniques to achieve a polished, client-ready finish, perfect for ...

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 ...

For financial advisors, the new year presents a critical opportunity to move beyond reactive problem-solving and build deeper, more resilient client relationships. Proactive, year-round tax planning ...

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 ...

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, ...