Social Media Ideas for Edward Jones

Why Edward Jones is finally chasing next-gen investors with a hybrid robo

With its Digital Managed Solutions robo advisory service, Edward Jones is moving into territory already occupied by Fidelity and Vanguard. But it's building the offering on one of...

Edward Jones to Develop Retirement Plan Management Tech

The wealth management firm partnered with Aboon and RPAG to build an end-to-end system covering prospecting through plan servicing for advisors.

Former Advisor Gets 7 Years for $10M Fraud

Ejiroghene Okuma embezzled funds from an elderly client’s accounts while working at Edward Jones and Equitable, using the money to buy a mansion and a country club membership.

Founders of $18.6B RIA exit JPMorgan to build client portfolios on their terms

Phil Scott and Jim Atwood said when they joined JPMorgan from the failed First Republic bank they were assured they'd be immune from pressures to periodically rebalance client port...

Former Titan Square Mile investment consultant Jake Moeller joins EV

Financial planning firm EV has appointed Jake Moeller as investment consulting director to support clients with its asset modelling capabilities.

Jones Lang LaSalle Upgraded As Real Estate Services Sector Sees Tailwinds And Momentum

East West Bancorp: Quality Warrants Patience

Dan Ives Is Putting His Wall Street Fame to Work at Yorkville Ives

Dan Ives spent eight years as one of Wedbush's best-known technology bulls. Now, armed with 49 new stock recommendations and a familiar Wall Street brand, he's trying to build a bu...

Jones Lang LaSalle: Upside Is Limited For Its Shareholders (Rating Downgrade)

Matt Mintz has made giving back a must in his job

Asked by his own mentor to give back as soon as he could, the Edward Jones advisor has made it a serious mission in his early career.

How emotional hangups hinder advisor succession planning: Edward Jones

Advisors are still slow to plan for handing down their businesses, in part because of difficulties finding new owners they can trust.

Edelman Financial Engines Expands Into Small Business Market

The RIA partnered with ADP to deliver retirement plan advisory services, investment management and financial planning to employees at smaller companies.

Josh Brown says investors are (re)learning how profitable these financial stocks are, including one on his list

Josh Brown and Sean Russo also catch up readers on one insurance stock that is setting up for a leg higher.

Charles Schwab: One Of My Best Ideas In Financials

A referral business newcomer seeks to link CD investors with advisors

CD Valet has as many as 200,000 savers visiting its site every month looking for the best deals on certificates of deposit. It's betting they would make a perfect fit for advisors...

Elk Ridge Investments Announces Partnership with Edward Collins

Elk Ridge Investments expands access to tax strategies in collaboration with financial advisor and tax strategist Edward Collins. The post Elk Ridge Investments Announces Partnersh...

Banks flash 'exit signals' to advisors as they push further upstream

Justin Duke's move from BNY Wealth to Simon Quick Advisors shows how higher fees, rising asset minimums and tighter client constraints are pushing some bank advisors toward RIAs.

People Moves: Edelman Financial Engines Names Chief Retirement Officer

Also, Mercer Advisors appoints a chief platform officer, EP Wealth expands its leadership team, and Composition Wealth adds a general counsel and head of advisors.

401(k) Real Talk Episode 211: October 7, 2026

Open, honest and candid discussion about jobs numbers, Edward Jones expanding 401(k) tools, where to spend tech money and obstacles to the convergence of wealth and retirement at w...

California Advisor Gets 9 Years for $9.5M Fraud

Edwin Lickiss Jr. ran a Ponzi scheme from 1998 to 2024, promising clients exclusive tax-free bonds with returns up to 30% while using their funds for personal expenses.

JPMorgan US Smaller Companies to combine with Brown Advisory

$1.2B Legacy Edge Names Ex-Citizens Wealth Head as CEO

One of the founders of Legacy Edge Advisors, Scott Israel, said the firm had reached the point where it needed a CEO to oversee growth, including adding more advisors and assessing...

Commerce Bancshares Is Exactly Where It Should Be

Brighton Jones Q3 2026 Investment Update