Resource Library
Curated content for financial professionals. Explore industry trends through articles, reports, webinars and more.
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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.
How to Stop Putting Off Your Estate Plan (And Why It Matters More Than You Think)
Most people aren't avoiding estate planning because it's expensive or complicated. They're avoiding it because no one has made starting feel manageable. Data from the 2026 Financial Advisor Insights Report shows that 72% of clients express interest when the topic comes up — then defer. The barrier is inertia, not intent.
Jump Integrates with TaxStatus to Bring Verified Tax Data Into Every Client Meeting
Jump is the first AI advisor platform to integrate with TaxStatus, bringing verified tax data directly into pre-meeting prep — automatically, alongside your existing CRM and planning tool data.
What's New at Jump — April 2026
Every update in April's release targets the gap between a great client meeting and everything that has to happen after it.
AI, economic concerns, and confusion: How to navigate retirement planning before it becomes urgent
Retirement planning is starting earlier but feels more confusing. Clients bring more information, but less clarity. Advisors play a key role in turning that information into clear decisions.
When geopolitics hits the wallet, it hits the advisor's office too.
Rising costs are reshaping client conversations. Advisors report more focus on cash flow, budgeting, and stability as economic pressure drives anxiety and changes how clients make financial decisions.
Jump's Approach to Security and Compliance
AI is reshaping advisor workflows. Rising regulation demands built-in controls for compliant, governed AI operations.
Jump Is Now Embedded in Redtail CRM
Jump is now fully embedded inside Redtail CRM, giving advisors a seamless way to handle meeting prep, notes, follow-up, and CRM updates in one place. This integration reduces friction, improves data quality, and drives consistent adoption across teams.
Introducing AI Associate
AI Associate for Financial Advisors: Automate CRM, Emails, and Follow-Ups with Jump