From its findings, Ibbotson will create sales ideas to educate investors, a wholesaler presentation and a marketing brochure.
"Investors are increasingly looking beyond traditional investment options to add return and mitigate risk in their portfolio," said Richard Kendrick, managing director at Rydex. "Our goal in teaming with Ibbotson is to educate the investing public on various wealth management strategies that can add value in every market cycle."
Like 2023, 2024 has been good to Edward Jones. The St. Louis-based firm finished the first quarter with higher revenues and more financial advisors on its payroll.
The mammoth coup far outpaces other recruiting deals of recent memory.
Despite the apparent decline, the independent broker-dealer giant remains one of the leaders in advisor recruiting and merger and acquisition deals.
Many factors can influence the timing of a person's retirement, but new research shows nothing comes close to health problems.
More than a third of financial advisors will retire in the next decade in a profession in which nearly 3 out of 4 rookies fail to make the grade, creating a headcount problem for the industry.
Advisors and other leaders in the profession have a unique window into what "wealth" really means. Here's how they defined it.
