Resource Library
Curated content for financial professionals. Explore industry trends through articles, reports, webinars and more.
84 resources
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49–60 of 84
Article
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.
Article
Jump Announces Series B and What Comes Next
Article
What's New at Jump – January 2026
New at Jump in January 2026: Product updates and integrations.
Article
What advisor-client conversations reveal about markets, sentiment, and client outcomes
Report
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.
Article
What's new at Jump - November 2025
Report
How to Scale AI Safely in Wealth Management
Independent insights from The Oasis Group reveal why AI amplifies both good and bad workflows—and how process discipline shapes safe adoption.
Article
What's new at Jump - October 2025
Article
Are financial advisors recommending gold right now?
Article
A New Chapter for Mobile Assistant Customers — and for the Future of Advisor AI
Article
What's new at Jump - September 2025
Article