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Women clients tend to seek advisor referrals from other women and prioritize long-term planning, an Edward Jones study indicates.
November 8
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The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who argue the guidelines are insufficient.
November 8
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Edward Jones' 2024 winning streak continues. In the third quarter, the firm's advisor headcount expanded and its net revenue rose by double digits.
November 8
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Although no Republicans voted for the measure two years ago, some of its incentives, such as tax credits for producing hydrogen and capturing carbon dioxide, are very popular with oil companies and other core GOP constituencies.
November 8
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Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market. Software providers disagree, arguing advisors will one day need such AI tools.
November 7
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Of all the social networks, LinkedIn may be the trickiest combination of social and professional. Here's how financial advisors get the most out of it.
November 7
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A judge's opinion is likely to be cited in scores of arbitration cases in which ex-advisors say they are still owed money from big wealth management firms.
November 7
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Axos Clearing partners with Envestnet to integrate Envestnet's managed account features into the Axos Clearing portal, streamlining portfolio management.
November 7
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As Donald Trump returns to the White House, what changes can seniors — and their advisors — expect to America's oldest social program?
November 7
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Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the firm's flub, the plaintiffs say.
November 7
