Displaying 150 results
Not your Dad’s Edward Jones
‘One broker sitting in a strip mall in a rural town is history,’ one executive says.
What’s in an acronym? Advisors name their favorite designations
Advisor views designations as a 'layering process' that you can build on once you have a better understanding of client-specific needs.
Avantax adds $250M married duo from Edward Jones
The Lockhart, Texas-based advisor couple join the tax-focused wealth planning network with years of experience at a family-owned practice.
More clients making wealth transfer plans a family affair
Edward Jones research gives an advisor-eye view of shifting trends in wealth transfer conversations and clients’ planning priorities.
Time to break the silence on generational wealth: Edward Jones
Research finds nearly half of parents with adult children plan to leave an inheritance, but only a quarter have had the wealth talk.
Raymond James indie channel is next step for $123M advisor
Latest addition continues 2024 run of advisors joining the firm.
Ethical decision-making underpins CapWealth approach
‘Sometimes the best thing you could do is talk somebody out of trading a security,’ says Tim Pagliara, of CapWealth.
Edward Jones leads the way in adding CFPs
Other firms that saw big increases in the number of CFP professionals in 2023 included Charles Schwab and Northwestern Mutual.
Edward Jones paying for advisors’ high-level credentials
Change is afoot at the brokerage firm, which reportedly is reimbursing its advisors for the cost of certifications offered by the Investments & Wealth Institute.
Raymond James adds $160M advisor from Edward Jones
Frank Durrum operates as Durrum Wealth Management in Mount Pleasant, Texas.
Advisor team leaves Ameriprise for LPL Financial
Elsewhere, Raymond James nabs Edward Jones talent.
Young Americans not yet saving for retirement, they have other priorities for their dollars
Edward Jones shares insights from financial advisors about young adult clients.
Sometime broker charged in Vermont shootings
Eaton's on-and-off career most recently had him working at CUSO Financial Services.
Husband and wife managing $260M join Raymond James from Edward Jones
Virginia-based advisors says it was a hard decision to switch after two decades.
North Carolina advisor takes $140M practice to Raymond James
The advisor joins the firm's independent channel from Edward Jones.
David Kowach’s &Partners starts hiring advisors
The new firm picks up advisors from Edward Jones and Wells Fargo.
Diverse clients need one thing more than anything from financial institutions
But many wealth professionals believe it is not being delivered.
Edward Jones picks up experienced $289M advisor from Charles Schwab
The advisor was with Schwab for 14 years following a military career.
Edward Jones welcomes back $167M advisor who began his career with the firm
The Seattle-based advisor will focus on retirement plans.
Former Edward Jones office administrator returns to firm as financial advisor
The advisor will serve clients in Winchester, Virginia.
