Displaying 156 results
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
Edward Jones asks advisers to halt face-to-face meetings with clients
The firm is one of many in the brokerage industry making changes to work policies in response to the coronavirus
Empathy can help advisers succeed with clients
Why many women aren't seeking advice
Edward Jones loses court fight to restrain former broker
Federal judge rules Jones lacked evidence to support its claims against John Kerr.
Edward Jones wants TRO against broker in Indiana who jumped ship last month
With $113 million in client assets, John Kerr bolted from Jones to Thurston Springer Financial.
Finra bars former Edward Jones rep involved in expense investigation
Beth Hamilton refused to appear at a hearing looking into inaccurate reimbursements.
Finra panel awards $513,715 to divorcee who says Edward Jones rep favored husband
Firm found liable for top producer allegedly improperly delaying payments to North Dakota woman.
Finra dings Edward Jones for underreporting alleged damages in customer complaints
The broker-dealer was censured and fined $40,000 for the infractions.
Edward Jones loses round in court against former broker who defected to Ameriprise
Jones has seen $18 million of client assets move to a rival brokerage firm.
Edward Jones doesn’t sell indexed annuities, bucking broker-dealer trend
Edward Jones is an outlier among its peers, experts say
Informed Investing
Advisor and Investor Perspectives on Risk, Returns, and Investment Management
New diversity push at Edward Jones stirs up controversy
An incentive program to encourage retiring advisers to turn their clients over to women and minority advisers is being both praised and criticized.
Edward Jones settles 401(k) lawsuit for $3.2 million
Plaintiffs alleged the brokerage predominantly used funds in its 401(k) plan that furthered its own business interests at the expense of employees.
Lessons I’ve learned on how to thrive
'There is more work to be done, but no limit to where we can go.'
Edward Jones, Commonwealth Financial top J.D. Power list of top brokerage employers
In this J.D. Power survey, advisers rated their firms on qualities such as client support, compensation and firm leadership.
Ex-Edward Jones broker sues former firm, alleging racial bias
Complaint alleges the firm's policies limit African-Americans' 'income and advancement opportunities'
