Hubly integrations with Jump, GReminders, and Pulse360 are force multipliers for advisors seeking simplified workflows.

While 2025 was a transformative year in wealth management, further implementation of AI tools into technology stacks means ...

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

Explore how algorithm-driven investment platforms work, their benefits, drawbacks and when they might fit into your financial ...

With every click and swipe, the way we live, work and connect has been reshaped by technology. As our clients' expectations evolve, so too must our approach to meeting their needs. Technology is ...

If you’re reading this, chances are it represents a shrinking proportion of the content you consume in written form. While text is far from gone, engaging and easily digestible video is rapidly ...

The financial services industry is undergoing a dramatic transformation, compelling financial advisors to rethink how they manage client relationships, integrate technology, and deliver value. At the ...

It isn’t just investors who are interested in technology. Advisors are just as interested, and their level of satisfaction at their firms directly corresponds to the technology they’re using, ...

Learn how independent financial advisors operate.