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Edward Jones Set for January Bank Launch to Widen Client Lending Options

Edward Jones is on track to expand lending options through an in-house bank even as its new HNW division takes hold, according to wealth and field management head David Chubak.

Edward Jones Posts Record $5B in Quarterly Revenue

The firm's second-quarter results showed total assets under care climbed to $2.6 trillion, driven by market gains and strong client asset flows into advisory programs.

Edward Jones profit soars 25% on client flows, asset appreciation

Edward Jones financial advisors helped the firm reel in $17.7 billion in net new assets in the second quarter. And another recent filing gave clues about the firm's upcoming planne...

Edward Jones invests in Quicken to modernize and attract younger clients

The deal between Edward Jones and Quicken is expected to appeal to next-generation clients as they begin accumulating wealth.

Raymond James Keeps Poaching Advisors From Wall Street's Biggest Firms. Here's Why That Matters for the Stock.

Raymond James makes money by helping others manage their money, so more money is more better.

LPL Financial's Strategy Chief Exits After Less Than a Year

Ilan Davidovici joined the independent broker/dealer in January from Edward Jones. The firm says its strategic direction and priorities remain unchanged.

Edelman Snags Retirement Advisory Team Leader Formerly of OneDigital, Alera Group

Christian Mango will take the newly created role with the goal of further syncing Edelman Financial Engines’ workplace investments business with its financial planning and wealth a...

Americans trust financial advisors most so why is there an engagement gap?

New Edward Jones report reveals that internet research tops financial guidance, despite high level of confidence in professionals

Celebrities & Wealth Series: 5x MLB All-Star Adam Jones

The baseball star explores how he's navigated the financial highs and lows of his career.

Jeffrey J. Smith, CFP® CEPA® CPWA® RMA® ChFC® CRPC® accepted into Forbes Finance Council

Jeffrey J. Smith, CFP® CEPA® CPWA® RMA® ChFC® CRPC®, Founder and Managing Partner of OWL Private Wealth Advisors, has been accepted into Forbes Finance Council. BLOOMFIELD HILLS, M...

Jones Ventures INTL Acquisition1 closes $200M IPO on Nasdaq

Rockefeller Recruits $2B Merrill Team in Ohio

Sidney Jones brings his 14-person group to Rockefeller Global Family Office after 43 years at Merrill. The move opens a new Columbus, Ohio, office for the firm.

Reynolds Joins Farmers National Investments

CANFIELD, Ohio – Farmers National Investments recently added Josh Reynolds, senior investment executive, to its team.  Reynolds has been in the financial services industry for 22 y...

The $80-Trillion Silver Tsunami Has Begun—and JPMorgan Is Moving Fast to Capitalize on It

The bank is devoting a team of bankers to focus on small-cap companies.

LPL surges in JD Power advisor satisfaction rankings ahead of Commonwealth onboarding

JD Power's closely watched survey of financial advisors' satisfaction with employee and independent brokerages crowned its perennial winners, with one interesting exception.

Integrated Partners on Building a ‘Forever Company’

The founder-owned RIA has recruited $4 billion in assets this year, appealing to advisors who want to avoid private equity-backed firms and maintain autonomy.

Focused on the Future: Growing an Advisory Firm Organically with James Bogart

Bogart Wealth's James Bogart discusses why investing in people, data and future advisors is essential for creating an enduring organization

As asset managers chase advisors, Clark Capital says it was there first

Following its purchase by Raymond James, Clark Capital's CEO discusses his firm's future and how he aims to help advisors operate as "mini virtual multifamily offices."

Edward Jones pushes back on lawsuit challenging diversity program

The employer critiqued the plaintiff’s attempt to form a class of “all White” advisors while simultaneously alleging White women benefited from the program.

Meet the JPMorgan wealth planner in your college team's locker room

Mikael Lemieux didn't talk about finances a lot when he was playing hockey. He's now helping JPMorgan get in with athletes when they're young.

How an advisor focused on retirement income wins over his clients

David Little seeks out clients who are in or approaching retirement, offering them a chance for peace of mind

An unregistered BC advisor just traded 11 years of market access for a settlement

He paid $21,732 in obtained funds plus $25,000 to close the matter

JPMorgan Sues Advisor Who Jumped to Morgan Stanley

Brian Krauthamer was a private client advisor at a JPMorgan bank branch in Florida. The bank claims he used confidential client information to solicit former clients at Morgan Stan...

How Baker Street Advisors Built a $21B RIA Through Organic Growth, Client Focus

Baker Street Advisors sold a majority stake in 2015, but rather than become a serial acquirer, the San Francisco-based RIA focused on client commitment, referrals and homegrown adv...