Displaying 151 results
Edward Jones advisor managing $200 million joins LPL
Nick Lalonde is launching Third Act Wealth Management in Dallas.
Regulators make noise, and advisors lose jobs
Financial advisors should pay attention to regulators' concerns, since it's often advisors or firm executives who don't follow industry rules to the letter who may be discharged.
Americans lack emergency funds, Edward Jones study shows
A new study shows the rainy day funds of nearly 2 in 5 Americans wouldn't last them longer than a month.
Commonwealth recruits $1 billion team from Edward Jones
Temple, Texas-based Cedarwood Financial Partners specializes in retirement planning services.
Edward Jones advisor managing $256 million joins Raymond James
Bryan Cernicek, who leads the Cernicek wealth management team, is joining the firm’s employee advisor channel in St. Louis.
Advisers anticipate retirement-planning flexibility SECURE 2.0 offers
On first glance at the comprehensive legislation, increasing the RMD age and boosting catch-up contributions are popular.
J.P. Morgan, Charles Schwab and Edward Jones deliver best mobile wealth management apps: J.D. Power
J.P. Morgan Wealth Management scored 728 out of a possible 1,000 points in J.D. Power’s study, which was based on a survey of more than 6,000 investors.
Edward Jones rep goes indie with Raymond James
Adrian John of Seattle, who managed $200 million, is affiliating with the firm's independent adviser channel.
Edward Jones rep managing $195 million goes indie
Blaine Franklin joins Raymond James Financial Services as owner of Blaine P. Franklin Financial Services in Rifle, Colorado.
Edward Jones adviser managing $331 million opts for Ameriprise
Cate Grinney forms all-female indie firm in Fairbault, Minnesota, and affiliates with the independent channel of Ameriprise.
Economic uncertainty not likely to derail charitable donations, survey finds
More adults say they're likely to increase their giving rather than decrease it, according to the Edward Jones study.
Edward Jones rep managing $130 million goes indie with Raymond James
Amy Bush establishes Sage Investment Advice in Ingram, Texas, and joins the firm’s independent adviser channel.
Team managing $250 million at Edward Jones joins Raymond James
Samuel Bates, Darin Frandsen and Adam Fluckiger set up shop at North Rim Financial Group in Saint George, Utah.
Retirement isn’t a one-size-fits-all journey
There are four distinct stages in the new retirement journey, and each offers advisers opportunities to help clients reflect on what they need to do to live comfortably throughout retirement.
Rep managing $213 million exits Edward Jones for Raymond James
Glenn Israel, who has gone independent as GFI Wealth Partners in Munster, Indiana, joins the firm’s independent adviser channel.
Adviser helps millennials save for retirement — and see the world along the way
Richard Cooke has found a niche serving clients just like himself — millennials who love to travel.
Ameriprise’s indie unit nabs woman-led team managing $1.7 billion
Jennifer Marcontell had been with Edward Jones for 22 years in Baytown, Texas.
Edward Jones duo managing $327 million go indie with Raymond James
Keith Haller, Cory Shepard, who set up shop in Kirkland, Washington, are joining the firm’s independent adviser channel.
Retirees’ financial confidence outpaces that of workers
The pandemic era spotlights the vulnerability of pre-retirees and the resilience of retirees.
Edward Jones rep managing $135 million goes indie with Raymond James
Samuel Martin has set up his own firm, SJ Martin Wealth Management, in Beaufort, South Carolina.
