Displaying 156 results
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.
Raymond James adds $335M team from Edward Jones
Indiana-based Pendill Wealth Management has offices in Bloomington and Mooresville.
Edward Jones to offer banking services
The wealth management firm will offer its clients checking and savings accounts and potentially other banking products.
Edward Jones head count, assets grow in second quarter
The firm said it is up 42 financial advisors compared to the first quarter.
As back-to-school season approaches, families are getting stressed about finances
Edward Jones survey reveals lack of financial education at high school sets people up for financial problems.
Raymond James welcomes $250M AUM Edward Jones team as independents
The team will establish a new SilverTree Wealth office in Tucson, Arizona.
Edward Jones named in potential Canadian class action
Investors join nationwide law firm suit.
Kingsview Partners expands on Texas Panhandle with $600M Edward Jones advisors
A family of three advisors has joined the firm, its second expansion in the region in the past two months at the expense of Edward Jones.
LPL Financial welcomes $235 million advisor Laura Evans from Edward Jones
Georgia-based Laura Evans marks the move with the launch of a new independent financial practice.
After years going solo, Edward Jones advisors now sharing offices
A year after the firm's decision to give advisors more flexibility, 700 Edward Jones financial advisors, or more than 3%, now work in combined offices.
Edward Jones quartet in Wisconsin jumps to LPL
The four advisors control $400 million in client assets and their Elkhorn-based firm is called Omnia Wealth Group.
More than just a number
Pay equity in the advisory industry might seem like a straightforward proposition. It isn’t.
LPL nabs Edward Jones duo in Tennessee
Todd Rosel and Larry D. Smith oversee $310 million in assets and are combining their practices to form a new firm, Integrity Wealth Advisor Group.
Schwab advisor overseeing $375 million switches to Edward Jones
Warren Anderson, who’s based in Littleton, Colorado, had been affiliated with Schwab since 1999.
Education still seen as important even as 529 awareness drops
The portion of respondents who correctly identified a 529 plan as an education savings tool came in at its lowest level since 2020, an Edward Jones survey shows.
