Edward Jones

Younger clients need help managing multiple competing goals and remembering to save for their golden years, a study shows.

The St. Louis-based firm now has more than 19,000 financial advisors, according to its latest SEC filing.

The brokerage's managing partner talks about AI in wealth management, inflation, and her work on the St. Louis Fed board, in conversation with American Banker Editor-in-Chief Chana Schoenberger.

After an aborted attempt to set up its own bank, Edward Jones is joining forces with Citi to provide savings and checking accounts for clients.

The St. Louis-based firm has continued its 2023 comeback, enjoying two straight quarters of double-digit revenue growth.

Whether it's due to a health problem or a layoff, many Americans don't get to choose when they leave the workforce. Advisors can help them be ready.

J.D. Power's latest study used a different scaling method that brought down scores across the industry among 15 major firms examined in the firm's annual poll.

It's never too late. From finances to family relationships, seniors are making "course corrections" long into their post-career lives.

The firm picked up net gains in its ranks of brokers after two years of declines — which also helped it add more than $32 billion in net new assets in the first quarter.

The firm could be roasted on the coals of its own publicly shared goals for increased hiring and support for diverse advisors, as well as its internal data that allegedly tracks related metrics.

Every score fell as investors gave wealth management firms ugly grades in a time of slumping stocks and bonds and fears of a recession.

Managing partner Penny Pennington received lower pay last year due to the declining business.

The case of fired broker Cory Clem, who accused former Edward Jones colleagues of betraying him and stealing his valuable client relationships, illustrates how things can go wrong during transitions. Here's what advisors can learn about making a clean break.

Cedarwood Financial Partners left Edward Jones after decades in an effort to carry out ambitious growth targets.

The mega-broker secured a victory with Secure 2.0 legislation in December after intense lobbying for the bill.

The giant wealth management firm allegedly made inaccurate representations to the regulator involving the call logs on two of its internal network drives.

The firm is rolling out team affiliations and internal career pathways into advisor roles, while looking to siphon off veterans from wirehouses by continuing a popular no-strings-attached transition offer.

Falling stock values pushed down client assets, even as the smaller base of brokers took in a higher amount of incoming holdings than a year ago at this time.

Penny Pennington had worked for Edward Jones for some 17 years when she was named the managing partner in 2019.

Profit plummeted in the second quarter as economic conditions and rising expenses took a toll on the firm's results.