Edward Jones added $17B in net new assets despite a sharp slowdown in new client households, reflecting a focus on high net worth clients and specialized services.
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Time savings is generally understood to be among the main advantages of AI note-takers. But advisors who have incorporated them into their practices said the benefits go much deeper.
November 7
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Stocks have been on a historic bull run, but the good times can't last forever. Now's the time to diversify with private equity, credit and other alternatives, say wealth managers at Dynasty, Nuveen and WEG.
November 7
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New tools go beyond simple automation. They're helping advisors deliver more meaningful value in client meetings.
November 6
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In a filing with the SEC, Edward Jones announced plans to expand associate ownership by creating a new class of limited partners and a two-tier structure.
November 6
The awards recognize early-career brokers that have created top production numbers at their wealth management firms.
Financial Planning announces its 2025 class of the top 40 most productive employee wealth management brokers under age 40.
Financial Planning announces its 2025 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.
In an industry with too few advisors, many say the failure rate for newcomers remains disconcertingly high. But brokers on Financial Planning's top 40 under 40 list say they wouldn't be where they are without early career training.
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Schwab becomes the latest large wealth manager to cite the shrinking number of publc companies as a reason to help regular investors get into private markets.
November 6
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Merrill wealth co-head Eric Schimpf says the firm does about as good a job as its rivals in drawing in net new assets. But given Merrill's relationship with Bank of America, "We can do better."
November 5
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A credit scare last month could have been a momentary blip, but financial advisors have always known there are a lot of risks in private investments.
November 5
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AI note-takers have become increasingly common among advisors. So has the use of wearable AI recording devices among the general population. What happens when the tables are turned?
November 5
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The share of test takers who pass the CFP Board's exam has risen significantly in recent years, but experts are divided on what's behind the change.
November 5
