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 ...

Systems still don't talk to each other as well as they should in 2026, so advisors are finding their own solutions.

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 ...

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

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 ...

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, ...