Agents who focus on each client journey phase, from discovery to post-closing, build loyalty and drive more referrals.
AI is transforming how financial advisors do business. Find out if the AI note-taking app Jump is right for your practice. Plus, learn how Financial Advisor Danika Waddell, founder of Xena Financial ...
Use this article to guide conversations with clients about bonds and if or where they fit in their portfolios as part of a diversified strategy to achieve their financial goals.
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 ...
Penn State’s 54-day coaching search to replace James Franklin — which landed in the hands of Iowa State’s Matt Campbell — took several twists and turns along the way. Among various missed targets and ...
LAURA JAMESON/THE EXPRESS Council member Barbara Masorti speaks about out-going Council member Steve Stevenson’s, at left, impact on the city and community at large during his final meeting of 2025.
Nearly eight years ago, President Donald Trump denied using the word “shitholes” to describe African countries during an Oval Office meeting on immigration. But now he has fessed up. In a speech ...
It might be a terrible pun, but it’s true: In 2025, Amex GBT Meetings & Events had one of its most eventful years ever. The September purchase of rival business-travel and events agency CWT grew Amex ...
UBS Chief Data and Analytics Officer Joe Cordeira conservatively estimates the firm's U.S. advisors are saving 10,000 hours a month by turning to AI to prepare for client meetings. Processing Content ...
Hi Lerobot Team, great work on the recent RTC launch. I was looking through the docs and there seems to not be much information on how to setup a client/server setup whereby the models are not local.
Abstract: Edge Gaussian splatting (EGS), which aggregates data from distributed clients (e.g., drones) and trains a global GS model at the edge (e.g., ground server), is an emerging paradigm for scene ...
Nitrogen, the industry’s only provider of client-facing AI advisor software for specialized planning, investment research, proposal generation, and meeting preparation, today announced its ...
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