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 ...

A new report from Wealthtender sheds light on the evolving ways Americans search for and select financial advisors, revealing a process shaped by digital tools, personal recommendations, and a growing ...

Financial advisors have a multitude of tools available to manage portfolios, retirement planning and tax outcomes, but while portals and analytics provide important measures of success, there is ...

Lars Peterson joined Investopedia in 2023 as a senior editor of financial product reviews with a focus on personal loans, credit cards, mortgages, and other financial products and services. Lars has ...

Explore the core functions of financial advisors—from assessments to planning and guidance—to determine how they can support your financial journey Written By Written by Staff Money Writer, WSJ | Buy ...