Resource Library

AI Maturity Model for Wealth Management

Using AI and being AI-mature aren't the same thing. This diagnostic framework — built on Jump's experience with 45,000+ advisors — shows you exactly where your firm stands today and what it takes to reach the next stage.

Best Practices in AI Compliance: How Real Firms Are Making the Call

How real firms are handling AI disclosure, data retention, and client data protection, and where the decision is still yours to make.

Ask Anything Is Now AI Associate

How AI Is Raising Client Expectations of Financial Advisors

Clients aren't asking their financial advisor to use AI. But once they experience what it makes possible – a faster recap and a reliable record – they come to expect it every time.

What's New at Jump — July 2026

July's release adds retention and admin controls for Pre-Meeting Prep, a redesigned template editor with a new block gallery, and deeper Orion and Schwab data for richer client context before every meeting.

What an AI-Powered Advisory Practice Actually Looks Like

Home Selling Conversations Surge in Summer While Tax, Estate, and Retirement Planning Cool Off

Data shows home-selling conversations surge in summer, even as tax, estate, and retirement planning cool off. Here's what advisors should expect.

What's New at Jump — June 2026

June's release includes a redesigned meeting page, advisor landing pages, households, AI-assisted account opening, Smart Forms for planning tools, and new integrations.

AI Gives Advisors A Chance To Take A Break

AI assistants are allowing advisors to get the rest and relaxation they need to be fully present when they return.

What Changed on Your Meeting Page (and Why)

A closer look at the redesigned meeting details page — what we changed, why we changed it, and where we're headed next.

AI is changing how financial advisors work. Regulators are paying attention.

AI adoption among financial advisors has surged — but compliance questions have followed. Here's what FINRA's 2026 guidance actually means for firms, and why purpose-built tools make the difference.

The AI Trend That's Making Financial Advisors Better at Their Jobs

AI adoption among financial advisors has gone from novelty to near-ubiquitous — and the firms pulling ahead are using it to get better at the thing AI can't do.