Resource Library

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.

The Real ROI of AI Notetaking for RIAs

See how a top 10 RIA cut admin time in half and nearly tripled same-day documentation — all in a 30-day pilot with Jump.

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.

Equitable Advisors Partners with Jump to Bring AI-Powered Workflows to Its Advisor Force

Equitable Advisors has selected Jump as its AI operating system, putting intelligent automation at the center of how its advisors prepare for meetings, document client interactions, and manage follow-through at scale.

What Happens When Advisors Stop Taking Notes

AI meeting assistants are changing how advisors show up in client conversations — not just how they document them.

What's New at Jump — May 2026

May's release covers booking window buffers, actionable Signals, AI Associate on mobile, embedded AI in Redtail, and deeper integrations across HubSpot, Asset-Map, and more.

Spring Is the Busiest Season for Financial Planning. Here's What Advisors Are Actually Talking About

Tax season just ended. Clients have seen the bill, and they want to do something differently. Data from the 2026 Financial Advisor Insights Report shows all four major planning topics peak sharply in spring — but the window is shorter than most advisors think.