From top client fears to the reasons for estate planning hesitancy, Jump analyzed 12,000 anonymized advisor-client ...

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 ...

AI tools like ChatGPT, Gemini, and Claude help solopreneur coaches Kim Surko, Katharine Campbell Hirst, and Liz Morrison ...

Get live updates and the latest news as Trump's NATO comments rankle members and the president disinvites Canada's Mark ...

Is your client dodging your emails and calls? It might be time to move forward. Here's how to handle the situation.

Fiscal year 2026 EPS guidance raised -- New projected range of $8.55 to $9.05, with assumptions of no rate cuts, an 18% to 22 ...

Deploy 5 autonomous AI agents for your small business. This guide covers lead capture, meetings, content & more. Learn to ...

The chamber of commerce is mostly older men, and I’m a woman in my 30s. In these settings, the men tend to talk down to me or dismiss my expertise. For example, I’ve given educational presentations in ...

Rakesh said customers are no longer satisfied with vendors merely optimising the cost of people. Instead, they are pushing ...

Additionally, if there is a relationship that’s being impeded by sexism, it’s appropriate to give that feedback in a ...

I am in my 60s and I have one child who is in his early 30s. He lives in another state several hours away. I love him dearly ...

My sister “Anna” had a miscarriage of a much-wanted pregnancy last year. I am currently pregnant, and the date of her ...