The Jump Blog
Product News, Educational Content & Industry Perspectives
All posts
What an AI-Powered Advisory Practice Actually Looks Like
Jump
Home Selling Conversations Surge in Summer While Tax, Estate, and Retirement Planning Cool Off
Liam Hanlon
What's New at Jump — June 2026
Jump
AI Gives Advisors A Chance To Take A Break
Jump
What Changed on Your Meeting Page (and Why)
Jump
AI is changing how financial advisors work. Regulators are paying attention.
Jump
The AI Trend That's Making Financial Advisors Better at Their Jobs
Jump
Equitable Advisors Partners with Jump to Bring AI-Powered Workflows to Its Advisor Force
Jump
What Happens When Advisors Stop Taking Notes
Jump
What's New at Jump — May 2026
Jump
Spring Is the Busiest Season for Financial Planning. Here's What Advisors Are Actually Talking About
Jump
How to Stop Putting Off Your Estate Plan (And Why It Matters More Than You Think)
Jump
Jump Integrates with TaxStatus to Bring Verified Tax Data Into Every Client Meeting
Jump
What's New at Jump — April 2026
Jump
AI, economic concerns, and confusion: How to navigate retirement planning before it becomes urgent
Jump
When geopolitics hits the wallet, it hits the advisor's office too.
Jump
Jump's Approach to Security and Compliance
Jump
Jump Is Now Embedded in Redtail CRM
Jump
Introducing AI Associate
Jump
What’s New at Jump — March 2026
Jump
Taxes aren't seasonal anymore. Here's what changed.
Liam Hanlon
Meet Diana Cabrices, Jump’s Chief Evangelist
Jump
What’s New at Jump — February 2026
Jump
These 3 Jump Integrations Turn Client Conversations into Better Planning
Jump
Jump Announces Series B and What Comes Next
Parker Ence
What's New at Jump – January 2026
Jump
What advisor-client conversations reveal about markets, sentiment, and client outcomes
Liam Hanlon
What's new at Jump - November 2025
Tim Chaves
What's new at Jump - October 2025
Tim Chaves
Are financial advisors recommending gold right now?
Liam Hanlon
A New Chapter for Mobile Assistant Customers — and for the Future of Advisor AI
Parker Ence
What's new at Jump - September 2025
Tim Chaves
New at Jump | August
Jump
How Client Conversations About Alternative Assets Are Evolving
Liam Hanlon
The Great Wealth Transfer: AI Insights on How Financial Advisors Can Bridge the Generations
Liam Hanlon
New at Jump | July
Jump
What's new at Jump - June
Jump
What's new at Jump - May
Jump
Finding an Audit Risk in a Haystack
Jump
What's new at Jump - March
Jump
Jump’s AI-Powered Tools Take Top Honors in the 2025 T3/Inside Information Software Survey
Jump
What's New at Jump - February
Jump
How Digital-First Financial Advisors Are Leading the Wealth Management Revolution
Jump
What's New at Jump - January
Jump
How AI is Creating Smarter Advisors, Not Replacing Them
Jump
Why AI Software is the Future of Financial Services Compliance
Jump
The Top Features to Look for in Financial Advisor Software in 2025
Jump
How Jump Saves Advisors Time: Survey Results Are in!
Jump
How Fintech Trends are Driving the Creation of Award-winning Technologies Like Jump
Jump
Why Wealth Management Firms Need to Embrace These Fintech Trends to Remain Competitive in 2025
Jump
Top 7 Ways AI is Transforming Financial Advisor-Client Relationships
Jump
What's New at Jump - December
Jump
5 Key Benefits of Using AI in Wealth Management for Financial Advisors
Jump
Why AI Is the Key to Scalable Growth for Financial Advisors
Jump
Exchange Integration
Adam Kirk
The Future of AI in Financial Planning
Jump
Introducing Jump
Tim Chaves