Edward Jones

When experienced advisors mentor new planners, they transform the profession in the process.

Kobby Okum of Edwards Jones details what his greatest challenge was as a newcomer to the profession.

Wealth manager Kobby Okum shares his expereince on challenges faced by newcomers to the planning profession.

The advisors joined existing practices within the bank's independent broker-dealer arm.

The relaunched program has the same name, but no new funding, a spokeswoman says.

The hurricane poses staffing and data challenges on firms with large facilities in its path.

The advisor says he joined the regional broker-dealer to focus on his core business of financial planning.

Concerns about management dragged down job satisfaction ratings in J.D. Power’s annual survey.

Concerns with the fiduciary rule, compensation and leadership pushed down satisfaction ratings.

A FINRA arbitration panel dismissed the firm's claims but charged the broker more than $11,000.