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Raymond James nabs Edward Jones adviser managing $275 million in California
Amy Wasser and her team operate as Wasser Wealth Management, which is based in Pleasant Hill.
Edward Jones to spend $1 billion on tech in 2022
The company is investing in its technology infrastructure — including digital initiatives and virtual tools — to improve the relationships between clients and their financial advisers.
Raymond James nabs Edward Jones adviser managing $207 million in Texas
Lance Murphy, who's based in Houston, has 26 years of experience, much of it with asset management companies.
Edward Jones rep managing $156 million goes indie with Raymond James
Terry Estes joins Freedom Street Partners, a partnership of independent advisers affiliated with Raymond James Financial Services Inc.
Raymond James nabs $220 million Edward Jones rep
Jennifer Main joins Raymond James & Associates – the firm's employee advisory channel in Oskaloosa, Iowa.
Raymond James hires Moseley to head recruiting platform
Robbie Moseley joins the firm from Edward Jones, where he headed talent acquisition for the eastern region.
Edward Jones loses $30 million cyberbullying claim over fake sex ads
The former broker, Dalas Gundersen, sued Edward Jones in 2015, seeking damages, after three fake gay-sex ads were posted on Craigslist earlier that year listing his business phone number.
Wirehouses fall flat on adviser satisfaction: J.D. Power
Despite payout rates and branding that suggest higher levels of support, the top brokerage firms are not meeting adviser expectations, according to a recent survey of over 3,000 advisers.
Rethinking retirement in the wake of the pandemic
Covid has helped retirees focus on the importance of well-being over wealth. A new study shows that the timing and funding of retirement have shifted as a result of the pandemic and that retirees are paying more attention to the nonfinancial aspects of retirement.
Many Americans don’t know what a 529 plan is
Only 36% of Americans were able to identify a 529 as an education savings tool, and only 20% of parents say they have used a 529 account or are planning to use one.
Edward Jones eyes new advisers with targeted hiring
While the firm is planning to hire financial advisers in 2021, it may see a slowdown in the typical number of new advisers that join the firm in a given year.
Clients most satisfied at Ameriprise, Ed Jones, Merrill: Report
Consumer research firm Hearts & Wallets surveyed 5,900 people and found that most have no idea how they pay for financial services.
Edward Jones settles $34 million racial discrimination claim
As part of the settlement, Edward Jones will create a new financial adviser council to address diversity issues and senior management will be kept informed of those initiatives.
Edward Jones eases back into hiring financial advisers
The firm is cautiously increasing hiring at the moment, essentially new advisers, but at a lower rate than in the past. Training financial advisers takes time and is also expensive, with a high percentage of trainees typically not making the cut.
Broker-dealers on getting annuities into 401(k) plans
Guests at the RPA Convergence Broker-Dealer Roundtable and Thinktank say it might be a while before annuities are used in many plans.
Edward Jones new matchmaking tool takes cue from Tinder
The digital platform, which matches clients with advisers based on personality, was designed to mimic popular dating apps
Tech tools fall flat among advisers: J.D. Power survey
While firms are investing heavily in technology, many have missed the mark on delivering the best experience
Edward Jones files to create bank
The broker-dealer's Utah-chartered industrial bank could open in 2021
Edward Jones contributes $1.2 million to civil rights groups
The company also announced a five-part plan to address racism, which includes an analysis of home office employees' pay
Strategist Alan Skrainka joins Krilogy
The former Edward Jones market guru had been with Cornerstone
