Search results for Edward Jones

Edward Jones and American Funds: A 60-year revenue-sharing alliance

The firms' collaboration shines a light on how the wealth management business works today and how it is evolving, as advisors weigh independence against the risks of "poking the be...

Edward Jones Posts Asset-Based Fee Gains, But Costs Tick Up

The firm’s net income before partner allocations climbed 5.5% to $541 million, supported by growth in advisory programs and higher market levels.

The Diamond Podcast for Financial Advisors: Ex-Edward Jones Advisor on Building Beyond $1B

Ricky Smith of Inspired Wealth Planning talks about leaving Edward Jones after 30 years, evaluating 12 firms and building an independent business that grew to $1.25B in assets unde...

Black Advisers Say Edward Jones Failed to Fix Pay Gap After Prior Settlement

Six former Edward Jones financial advisers allege the firm knew its client transfer system disadvantaged Black advisers but didn't fix it, despite tracking pay disparities, offerin...

Black Advisors Sue Edward Jones Over Racial Bias

The class-action suit was filed by six former employees, who claim the firm’s client-transfer policy results in lower compensation and fewer promotions for Black advisors.

The Diamond Podcast for Financial Advisors: Orchestrating Success After Edward Jones

Goldfin Group's Ryan Guth discusses moving beyond Edward Jones to build a business defined by control, differentiation, and entrepreneurial alignment.

Goosehead Insurance names John Martin CFO, promotes Mark Jones Jr.

Stoneridge Still Offers Excellent Growth Potential

The Hedge Fund Manager Who Called Carvana's 100x Move Thinks This Mid-Cap Fintech Could Be the Next Parabolic Stock

Eric Jackson is a hedge fund manager known for identifying undervalued stocks before they skyrocket.

Canadian FinTechs Continue to Lead DIY Investor Satisfaction, Closing the Trust Gap with Traditional Banks, JD Power Fin...

Edward Jones Ranks Highest among Advised Investors, Wealthsimple Ranks Highest among Do-It-Yourself Investors More than half of investors who use a robo advice platform intend to s...

Former Wells FiNet Advisor Team Departs to Launch $600M Firm

John Toman said he chose to break away from FiNet with custodian Fidelity to gain greater control over the client experience and technology moves, including AI implementation.

Vertical Vision Financial Marketing's Jimmy Underwood Named Excellence Awardee in 2026 InvestmentNews Awards

Industry Leader Recognized as Wholesaler of the Year in Prestigious National Awards Program in Partnership with Prudential

With M&A on record pace, Steward Partners scoops up Jazz Wealth RIA

Jazz Wealth, whose name honors eccentric musicians who've mastered a difficult art form, specializes in reaching out to "misfit" clients with YouTube videos and events like wine so...

Jensten appoints Jaime Swindle to lead distribution

Building a £650m platform through 37 acquisitions

$3B Former Wells Fargo FiNet Team Launches Own RIA

The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.

KeyCorp's On The Watchlist For An Upgrade

I Can't Imagine Retiring On Dividends Without These Compounding Machines

Raymond James pays big for recruiting, sees upswing in net new assets

Raymond James spent more than $100 million to recruit and retain advisors in its latest quarter. CEO Paul Shoukry says he'd rather do that than buy another firm.

Bill Crager to Lead New Company, Field

Combining two recent acquisitions of iAltA, the new firm will build the wealth intelligence and data layer needed by RIAs.

Christopher J. Dixon and Sam Dixon: Oxford Advisory Group

Christopher J. Dixon, a co-founder and Growth and Education Manager at Oxford Advisory Group in Jacksonville, Florida, is a leading financial advisor focused on tax-efficient retir...

Before You Build a Prop Firm, Read This (It Can Save You Lakhs) (John Reese)

First, I want to say congrats on taking the step to read this. If you are here, it means you are ser...

People want people to advise on wealth management, says Houlihan Lokey’s James Anderson; Carlyle, JC Flowers, HGGC among...

A mid-year outlook into PE investments in the wealth management sector from Houlihan Lokey’s James Anderson; highlighting notable wealth management deals this year, including from...

Retirement plans that go deeper

Evan Riddell shares how he ensures retirees have financial and personal confidence as they leave work

$500M Pointes North Moves to Osaic’s W-2 Channel

Innovative Financial Group, an OSJ acquired by Osaic last year, supported the team’s transition.