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 ...

JPMorgan Chase is once again seeking to have the courts intervene to prevent a former advisor from allegedly breaching his employment contract by soliciting former clients after he joined LPL ...

For much of the past decade, AI in wealth management was discussed primarily as a lever for efficiency and cost reduction. That framing is now changing rapidly. Speaking with InvestmentNews, Ugur ...

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 ...

Hays said Chief Executive Officer Dirk Hahn has returned to work after surgery in November and a subsequent short medical leave for recovery. The recruitment company said that throughout Hahn's ...

Clear prompts create clearer and safer emails. Provide the AI with explicit and unmistakable compliance boundaries in your prompts. AI supports better communications at scale, leaving advisors more ...

With the busy holiday season well behind us, many clients are now looking forward to their financial goals for the 2026 new year. It’s never too early for clients to start working toward their ...

Tiger Investment Services has built their advisory practice with a unique, hands-on approach—they don't use model portfolios for any of their clients. Instead, they custom-build each portfolio and ...

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