Displaying 156 results
As clock ticks on succession boom, a third of business owners don’t have a plan
Edward Jones survey casts a spotlight on challenges, generation gaps, and catalytic factors in business succession planning.
LPL nabs $265M advisor from Edward Jones
The broker-dealer giant is expanding its presence in New Mexico as it helps launch an independent multigenerational practice.
Why aren’t 529 savings plans more popular?
Edward Jones research highlights gaps in adoption and awareness even as three-fifths of Americans feel they’re falling short on education savings.
Edward Jones adds ex-JPMorgan veteran advisor in California
Previously managing $250M, the firm’s new addition in the West Coast has a nearly four-decade record that includes Merrill Lynch and Wells Fargo.
‘Health is the new wealth’
Edward Jones advisor explains why collaboration drives client success and the need to adapt to the biggest concern among retirees – poor health.
Raymond James welcomes advisor couple in Oklahoma
The broker-dealer giant has onboarded a husband-wife tandem who previously managed $200M at Edward Jones.
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.
