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Curated content for financial professionals. Explore industry trends through articles, reports, webinars and more.
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What’s New at Jump — March 2026
March's release helps you spend less time fixing data and more time moving work forward.
Taxes aren't seasonal anymore. Here's what changed.
Meet Diana Cabrices, Jump’s Chief Evangelist
“As Chief Evangelist at Jump, consider me your new growth partner,” Diana says. “I’ll be coaching advisors on how to win inside the meeting, using data to refine your messaging, boost your confidence, and turn conversations into conversions.”
What’s New at Jump — February 2026
February’s release helps you spend less time fixing data and more time moving work forward.
These 3 Jump Integrations Turn Client Conversations into Better Planning
See how Jump integrates Wealth.com, Asset-Map, and TaxStatus to cut admin work, improve planning, and give advisors better client context.
Jump Announces Series B and What Comes Next
What's New at Jump – January 2026
New at Jump in January 2026: Product updates and integrations.
What advisor-client conversations reveal about markets, sentiment, and client outcomes
The Year in Conversations: 2026 Financial Advisor Insights
Insights from thousands of advisor–client meetings reveal how emotion, fear, and communication (not markets alone) shaped client behavior and outcomes.
What's new at Jump - November 2025
What's new at Jump - October 2025
