News, Comment & Analysis results for Jump
Advisor-Client Conversations Predict Outcomes Better Than CRMs – Study
Data was collected from client meetings to gain insights into the fears and hopes of clients,
Wealth Managers Optimistic About Emerging Markets, AI, Gold, Defense In 2026
After emerging market equities outperformed many developed markets in 2025, led by a broad rally in
Most Interesting Questions For 2026
We gaze into the crystal ball for the main likely trends for the coming 12 months, and also take
DNA Tests, Estate Planning: How 23andMe Rewrites Inheritance Law
One of our contributors delves into consumer DNA tests and how this affects issues such as legal
Blending Traditional Assets With Institutional-Grade Digital Markets
The author argues that what was once a niche has quite clearly become mainstream. And wealth
Family Offices' Investment Strategies - A New PwC Study
This publication carries a new report from PwC about family offices and the investment trends they
How To Help Grandchildren Afford College
Senior family members can help grandchildren in a numher of ways, for example, by paying for
How Morningstar Analysts Are Investing For 2026
A recent Morningstar webinar on the state of the economy conveyed a generally optimistic message,
Will Integration Make Wealthspire An Industry Leader?
Our US correspondent examines developments at Wealthspire – now under new ownership – and how
Use New QSBS Rules To Jump Start Succession Conversations
Legislative changes to the US Qualified Small Business Stock rules haven't necessarily gotten much