The language that financial advisors use in their first interactions with prospective customers could make or break the ...

The team at AI notetaker and meeting automation platform Jump has analyzed a veritable mountain of unstructured data from over 12,000 advisor-client meetings to develop its inaugural 2026 Financial ...

Find out if Jump is right for your business ...

Turn handwritten meeting pages into tasks and knowledge with Claude Cowork, which integrates Apple Notes and ClickUp for ...

The recycled plastics supplier has spent two decades building a global network of trading partners, ensuring reliable ...

Today, the role of the executive assistant (EA) has dramatically changed from what it was just two years ago. Where aiding in the work/life balance of an executive was once mere time management, EAs ...

America has a growing population of "hidden millionaires," who got rich on retirement savings and real estate. They need help ...

Have better conversations with your clients about money—no matter what roadblocks you encounter.

Through training, companies are trying to nurture their best talent and promote from within while balancing the expectations of senior staff and leadership.

AI can draft emails and optimize websites, but it can’t replace the emotional connection that occurs when someone sees your face, hears your story, or meets you in person at an event. As AI transforms ...

Over their career, every tax practitioner has had many client-taxpayers against whom a government’s taxing authority – be it federal, state, or ...

Clay County School Board member Robert Alvero did not appear at a State Board of Education meeting on Wednesday, despite ...