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Edward Jones
Yikes! Clients still don’t trust their advisors, CFA Institute finds
A new survey finds that investors prize full and upfront disclosures about fees and conflicts of interest, but advisors fall short.
Clients give top marks to Charles Schwab, Edward Jones; Wells tumbles
The research firm’s annual survey included new queries reflecting changes in the industry.
Broker suspended, fined for impersonating rival with online sex ads
The former Edward Jones broker wanted to get back at his competitor for stealing a client.
Ex-Edward Jones advisor used client cash to remodel home, gets jail for $1.2M fraud
Bernard Parker spent his client's money on his home, car and father-in-law’s bills, according to federal prosecutors.
How wealth management's most stubborn barrier will finally fall
When experienced advisors mentor new planners, they transform the profession in the process.
Video
Why it takes 'faith' to make it as a young advisor
Kobby Okum of Edwards Jones details what his greatest challenge was as a newcomer to the profession.
Video
What firms can do to help ensure diverse advisor talent thrives
Wealth manager Kobby Okum shares his expereince on challenges faced by newcomers to the planning profession.
Hurricane Irma: advisory firms close offices, activate crisis teams
The hurricane poses staffing and data challenges on firms with large facilities in its path.
Top advisors doubt firms’ leadership, study shows
Concerns about management dragged down job satisfaction ratings in J.D. Power’s annual survey.
Why advisors are less satisfied in their jobs
Concerns with the fiduciary rule, compensation and leadership pushed down satisfaction ratings.
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