Advisor Trends - Page 3 | Jump

Firm Management

The 10 Best Books For Financial Advisors in April 2026

A financial advisor following the best practices that the best financial advisors follow with clients.

Firm Management

What the best financial advisors are doing differently in 2026

Practice Building

How to Form Your Own RIA in 14 Steps

Two advisors talking about the potential breach of fiduciary duty penalties.

Compliance

Breach of Fiduciary Duty Penalties Explained: Fines, Sanctions, and How to Avoid Them

A financial advisor creating a business plan at his desk.

Practice Building

How to Create a Financial Advisor Business Plan That Scales

A financial advisor asking a couple questions related to whether they have held away assets or not.

Firm Management

5 Reasons You Should Ask Clients About Held-Away Assets

A financial advisor following a client engagement strategy while talking with a client.

Client Engagement

6 Client Engagement Strategies Top Financial Advisors Use

A wealth manager using AI to improve his client relationships in his wealth management practice.

Artificial Intelligence

AI in Wealth Management: What to Know in 2026

A financial advisor speaking with his compliance officer about SEC compliance.

Compliance

SEC Compliance in 2026: A Working Guide for Advisory Firms

Compliance

What is a Relying Adviser and When to Use One?