Edward Jones has a new advisor utilizing its technology capabilities and home office support in Albuquerque, New Mexico.
Financial advisor Andrew Furste joins the firm from Charles Schwab where he spent 14 years and managed more than $289 million in client assets. He previously served in the U.S. Military.
"Edward Jones stood out because of its focus on partnering with financial advisors to provide top-notch resources to serve our clients more completely,” said Furste. “From their digital initiatives to virtual business enablement tools, I’m excited for the access I’ll have to the tools that will strengthen my practice and ability to serve clients.”
He is joined by branch office administrator Judy Bruner.
Edward Jones has welcomed several advisors in recent weeks, including a $167 million advisor who returned to the firm having started his career there eight years ago, and one of the firm’s former office administrators who returned having gained experience as a financial advisor at Wells Fargo Advisors.
In its second quarter results, Edward Jones said its overall head count had increased by 42 advisors compared to the previous quarter and had boosted client assets under its care by 14% year-over-year to $1.8 trillion
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Survey reveals how cutting through the noise is advisors' superpower.
Gen X is a powerful cohort that controls huge wealth but also faces retirement challenges.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.