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Jump

In network coverage since August 20, 2026 · 15 stories

3Deals on our tracker

Sep 28, 26Deal announcedXYPN — coverage

Sep 24, 26Deal announcedNorthwestern Mutual — coverage

Sep 9, 26Fund launchZocks · FMG Suite · Aidentified · GReminders · WealthFeed · FMG Connect · Asset-Map · Tax Status — coverage

Network coverage

Moves

XYPN opens president search as Vince Hockett set to retire in spring 2027

XYPN says membership grew from about 1,172 advisors to 2,401 over Hockett's tenure and two-thirds of members have moved beyond launch to operating RIAs.

The Close · Oct 3Claude for Financial Advisors draws a fiduciary objection over portfolio math

The Close · Sep 30Merchant's $255.9 million Ironbark stake puts AI in the capital plan

RIA · Sep 29XYPN partners with Jump to offer members discounted AI practice tools

Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave

The Close · Sep 25The scarce input in consolidation is now the executive bench

Deals & PE · Sep 25Northwestern Mutual set a price for the software layer: 22,000 advisors

RIA · Sep 25Northwestern Mutual rents the AI layer and keeps the record

RIA · Sep 25Jump rents the same AI to rivals; Altruist owns the record

practice · Sep 16FMG Suite bets the follow-up email is the growth bottleneck

practice · Sep 14Anthropic's advisor suite hands the AI edge to firms with clean permissions

RIA · Sep 14Conquest's direct-to-RIA tier is a hedge on the platform channel

practice · Sep 1Advisors talk more than clients in 84% of meetings

Moves · Aug 27Osaic brings its software fight into the C-suite with first AI chief

RIA · Aug 20AI notetakers push beyond the transcript as CRM platforms close in

Jump

XYPN opens president search as Vince Hockett set to retire in spring 2027

The Morning Brief