AI solution provider Jump has released its inaugural 2026 Financial Advisor Insights Report which analyzes around 12,000 ...

Jump analyzed 12,000 advisor-client meetings revealing advisors speak more than clients in 84% of cases in new insights ...

Most accountants sooner or later need to have awkward conversations with clients about overdue bills or work that goes beyond the scope of their services, but putting off those conversations can mean ...

Conversations are the backbone of what financial professionals do with clients. So how do you make those conversations more compelling? By being mindful of substance and structure. Barrett Kemp, vice ...

Advisors are commonly taught the Financial Life Cycle model that describes a path from zero to intergenerational wealth by way of several consecutive stages: Accumulation, Decumulation, and Legacy.

Have better conversations with your clients about money—no matter what roadblocks you encounter. The moment has arrived. No ...

Financial professionals and their clients have sharply different views on whether they discuss critical issues during retirement planning.

Part of any marketing agency’s job is to present clients with an honest appraisal of a given opportunity or risk. You’re the experts, after all. Sometimes those conversations will mean bursting your ...

Use this article to guide conversations with clients about bonds and if or where they fit in their portfolios as part of a ...

Use these tips to talk TFSAs, RRSPs and FHSAs in the new year A new year means new contribution room for eligible taxpayers ...