Unlike standalone AI assistants, Nucleus operates inside Nitrogen's structured data environment. Advisors remain in control, approving actions before they're executed. The system is backed by SOC 2 ...

Discover nine powerful client event ideas designed to expand your financial advisory practice by attracting new prospects and ...

SAN FRANCISCO--(BUSINESS WIRE)--Fireflies.ai, the AI agent for meetings used by people at 75% of Fortune 500 companies, today announced the launch of Fireflies for Finance, a specialized solution ...

Jump is an advisor-specific AI meeting assistant that automates notes, tasks, CRM updates, and follow-up emails. Integrations with CRMs, planning tools, and meeting platforms make it easy to plug into ...

Jump secures $80M Series B funding led by Insight Partners to build AI operating system serving 27,000 financial advisors nationwide ...

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 ...

An attendee wears Meta Ray-Ban AI glasses during the Meta Connect event in Menlo Park, California on Thursday, Sept. 18, 2025. With the advent of wearable artificial intelligence devices like the ...

First-of-its-kind analysis of conversational metadata uncovers how sentiment, advisor emotional intelligence and communication dynamics directly shape client behavior and financial outcomes Jump, the ...

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m a little ashamed to admit that I’d never actually talked to one about my ...

Jump and Avantos each raised big funding rounds this week, marketing themselves as “AI-native operating systems” for advisors at top RIAs and custodians—counting Mercer, Merit, Focus Financial ...